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JPMorgan Active Value ETF

69 hedge funds and large institutions have $249M invested in JPMorgan Active Value ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
33
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.38M +$176K +3,412 +15%
AWAP
27
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.31M +$1.31M +25,367 New
CFG
28
Cooper Financial Group
California
$1.17M +$187K +3,630 +19%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.12M +$617K +11,980 +122%
UBS Group
30
UBS Group
Switzerland
$1.07M +$1.07M +20,866 New
EFH
31
Eaton Financial Holdings
Florida
$872K
OMC
32
Old Mission Capital
Illinois
$822K +$822K +15,962 New
BFA
33
Beaumont Financial Advisors
Massachusetts
$752K -$14.6M -284,551 -95%
AWS
34
Atria Wealth Solutions
New York
$620K +$301K +5,854 +95%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$609K +$307K +5,962 +102%
SF
36
Synovus Financial
Georgia
$557K +$160K +3,101 +40%
MML Investors Services
37
MML Investors Services
Massachusetts
$548K -$844K -16,373 -61%
WF
38
Wayfinding Financial
Washington
$530K +$530K +10,305 New
LSPW
39
Lake Street Private Wealth
Illinois
$477K -$53K -1,029 -10%
GRP
40
Global Retirement Partners
California
$430K +$430K +8,413 New
LNC
41
Lincoln National Corp
Pennsylvania
$400K +$400K +7,773 New
FFA
42
Farther Finance Advisors
California
$379K +$379K +7,367 New
CAN
43
Cetera Advisor Networks
California
$376K +$108K +2,098 +40%
SFS
44
Security Financial Services
Indiana
$371K -$38.9K -755 -9%
SOS
45
Silver Oak Securities
Tennessee
$323K +$1.03K +20 +0.3%
SPIA
46
Steward Partners Investment Advisory
New York
$309K +$57.8K +1,123 +23%
CAWM
47
Capital Advisors Wealth Management
Washington
$256K +$256K +4,967 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$255K +$39.4K +766 +18%
HighTower Advisors
49
HighTower Advisors
Illinois
$231K -$15.3K -298 -6%
NL
50
NWAM LLC
Washington
$228K +$228K +4,426 New