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JPMorgan Active Value ETF

156 hedge funds and large institutions have $1.04B invested in JPMorgan Active Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 6 closing their positions.

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
2.27%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
27
Increased
83
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RDFA
26
Ritter Daniher Financial Advisory
Ohio
$12.6M +$4.82M +81,334 +62%
SPG
27
Strategic Planning Group
Utah
$11.3M +$647K +10,920 +6%
AP
28
Americana Partners
Texas
$9.87M +$726K +12,255 +8%
Stifel Financial
29
Stifel Financial
Missouri
$9.55M -$11.3M -189,897 -54%
AWM
30
Avaii Wealth Management
Wisconsin
$8.97M +$548K +9,255 +7%
AWA
31
ARQ Wealth Advisors
Arizona
$8.28M +$1.37M +23,131 +20%
UL
32
Unionview LLC
Washington
$7.54M +$166K +2,793 +2%
IWC
33
Integrated Wealth Concepts
Massachusetts
$6.43M +$1.31M +22,142 +26%
EH
34
Equitable Holdings
New York
$6.37M -$142K -2,401 -2%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$6.17M -$1.16M -19,556 -16%
SA
36
SFI Advisors
New Jersey
$5.72M +$189K +3,182 +3%
CFS
37
Commonwealth Financial Services
West Virginia
$5.44M +$1.28M +21,634 +31%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$5.44M +$808K +13,635 +17%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$5.22M +$2.24M +37,829 +75%
BWM
40
BCGM Wealth Management
Indiana
$5.17M +$425K +7,168 +9%
MWA
41
MN Wealth Advisors
Kansas
$4.97M +$159K +2,686 +3%
GAM
42
Gemmer Asset Management
California
$4.84M +$4.84M +81,700 New
GF
43
GGM Financials
Ohio
$4.74M +$4.74M +80,030 New
MA
44
Mutual Advisors
Nebraska
$4.53M +$203K +3,304 +5%
VWA
45
Visionary Wealth Advisors
Illinois
$4.26M +$78.4K +1,323 +2%
TSWM
46
Tyler-Stone Wealth Management
Ohio
$3.79M +$756K +12,756 +25%
RWS
47
Resolute Wealth Strategies
Mississippi
$3.47M +$352K +5,934 +11%
HighTower Advisors
48
HighTower Advisors
Illinois
$3.09M +$2.51M +42,364 +437%
TSWM
49
Triangle Securities Wealth Management
North Carolina
$2.99M +$905K +15,266 +43%
MML Investors Services
50
MML Investors Services
Massachusetts
$2.97M -$141K -2,387 -5%