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JPMorgan Active Value ETF

157 hedge funds and large institutions have $1.04B invested in JPMorgan Active Value ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

144% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 34

20% more capital invested

Capital invested by funds: $868M → $1.04B (+$175M)

15% more funds holding

Funds holding: 137157 (+20)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

2.56% more ownership

Funds ownership: 80.71%83.27% (+2.6%)

Holders
157
Holders Change
+20
Holders Change %
+14.6%
% of All Funds
2.27%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
83
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
26
Ritter Daniher Financial Advisory
Ohio
$12.6M +$4.8M +81,334 +62%
SPG
27
Strategic Planning Group
Utah
$11.3M +$644K +10,920 +6%
AP
28
Americana Partners
Texas
$9.87M +$723K +12,255 +8%
Stifel Financial
29
Stifel Financial
Missouri
$9.55M -$11.2M -189,897 -54%
AWM
30
Avaii Wealth Management
Wisconsin
$8.97M +$546K +9,255 +7%
AWA
31
ARQ Wealth Advisors
Arizona
$8.28M +$1.36M +23,131 +20%
UL
32
Unionview LLC
Washington
$7.54M +$165K +2,793 +2%
SWP
33
SIMA Wealth Partners
Virginia
$6.79M +$6.76M +114,573 New
IWC
34
Integrated Wealth Concepts
Massachusetts
$6.43M +$1.31M +22,142 +26%
EH
35
Equitable Holdings
New York
$6.37M -$142K -2,401 -2%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$6.17M -$1.15M -19,556 -16%
SA
37
SFI Advisors
New Jersey
$5.72M +$188K +3,182 +3%
CFS
38
Commonwealth Financial Services
West Virginia
$5.44M +$1.28M +21,634 +31%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$5.44M +$804K +13,635 +17%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$5.22M +$2.23M +37,829 +75%
BWM
41
BCGM Wealth Management
Indiana
$5.17M +$423K +7,168 +9%
MWA
42
MN Wealth Advisors
Kansas
$4.97M +$158K +2,686 +3%
GAM
43
Gemmer Asset Management
California
$4.84M +$4.82M +81,700 New
GF
44
GGM Financials
Ohio
$4.74M +$4.72M +80,030 New
MA
45
Mutual Advisors
Nebraska
$4.53M +$195K +3,304 +5%
VWA
46
Visionary Wealth Advisors
Illinois
$4.26M +$78K +1,323 +2%
TSWM
47
Tyler-Stone Wealth Management
Ohio
$3.79M +$752K +12,756 +25%
RWS
48
Resolute Wealth Strategies
Mississippi
$3.47M +$350K +5,934 +11%
HighTower Advisors
49
HighTower Advisors
Illinois
$3.09M +$2.5M +42,364 +437%
TSWM
50
Triangle Securities Wealth Management
North Carolina
$2.99M +$900K +15,266 +43%