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JPMorgan Active Value ETF

153 hedge funds and large institutions have $1.37B invested in JPMorgan Active Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 92 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
2.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
13
Increased
92
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$14.4M -$2.59M -40,493 -15%
SPG
27
Strategic Planning Group
Utah
$12.6M +$353K +5,514 +3%
CA
28
Crumly & Associates
Illinois
$11.2M -$3.36M -52,436 -23%
Stifel Financial
29
Stifel Financial
Missouri
$10.8M +$502K +7,832 +5%
AWM
30
Avaii Wealth Management
Wisconsin
$10.5M +$787K +12,286 +8%
TSWM
31
Tyler-Stone Wealth Management
Ohio
$10.2M +$6.1M +95,252 +149%
AP
32
Americana Partners
Texas
$10.2M -$499K -7,787 -5%
AWA
33
ARQ Wealth Advisors
Arizona
$9.57M +$745K +11,787 +8%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$9.24M +$3.59M +55,977 +63%
UL
35
Unionview LLC
Washington
$8.4M +$243K +3,794 +3%
WWA
36
WCG Wealth Advisors
Nevada
$8.06M +$7.06M +110,181 +707%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$7.66M +$1.77M +27,641 +30%
MWA
38
MN Wealth Advisors
Kansas
$7.46M +$2.08M +32,416 +39%
IWC
39
Integrated Wealth Concepts
Massachusetts
$6.51M -$436K -6,809 -6%
SA
40
SFI Advisors
New Jersey
$6.11M -$71K -1,108 -1%
EH
41
Equitable Holdings
New York
$6.1M -$791K -12,342 -11%
CFS
42
Commonwealth Financial Services
West Virginia
$6M +$123K +1,927 +2%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$5.72M -$947K -14,779 -14%
BWM
44
BCGM Wealth Management
Indiana
$5.59M -$1.6K -25 -0%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$5.53M +$3.84M +60,071 +227%
GAM
46
Gemmer Asset Management
California
$5.24M +$7.82K +122 +0.1%
GF
47
GGM Financials
Ohio
$5.11M -$17.7K -277 -0.3%
MML Investors Services
48
MML Investors Services
Massachusetts
$4.92M +$1.71M +26,731 +53%
MA
49
Mutual Advisors
Nebraska
$4.71M -$65K -1,005 -1%
SF
50
Synovus Financial
Georgia
$4.51M +$2.2M +34,405 +96%