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JPMorgan Active Value ETF

190 hedge funds and large institutions have $2.06B invested in JPMorgan Active Value ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 27 reducing their positions, and 2 closing their positions.

Holders
190
Holders Change
+37
Holders Change %
+24.18%
% of All Funds
2.53%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
43
Increased
100
Reduced
27
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
26
Triangle Securities Wealth Management
North Carolina
$14.9M +$459K +7,254 +3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$13.3M +$4.2M +66,350 +46%
CA
28
Crumly & Associates
Illinois
$13.2M +$2.13M +33,584 +19%
Bank of America
29
Bank of America
North Carolina
$12.3M +$11.7M +185,593 +1,969%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$11.7M +$6.22M +98,255 +114%
TSWM
31
Tyler-Stone Wealth Management
Ohio
$11.6M +$1.53M +24,227 +15%
Stifel Financial
32
Stifel Financial
Missouri
$11.2M +$541K +8,552 +5%
AWM
33
Avaii Wealth Management
Wisconsin
$10.6M +$261K +4,122 +3%
AP
34
Americana Partners
Texas
$10M -$38.2K -604 -0.4%
AWA
35
ARQ Wealth Advisors
Arizona
$9.54M -$52.8K -834 -0.6%
UL
36
Unionview LLC
Washington
$8.52M +$212K +3,343 +3%
MWA
37
MN Wealth Advisors
Kansas
$8.44M +$1.07M +16,971 +15%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$7.86M +$296K +4,678 +4%
PAG
39
Private Advisor Group
New Jersey
$7.68M +$4.68M +73,925 +156%
RDFA
40
Ritter Daniher Financial Advisory
Ohio
$7.38M -$7.8M -123,293 -51%
EH
41
Equitable Holdings
New York
$6.93M +$899K +14,203 +15%
IWC
42
Integrated Wealth Concepts
Massachusetts
$6.45M +$14.6K +231 +0.2%
CFS
43
Commonwealth Financial Services
West Virginia
$6.41M +$458K +7,232 +8%
SA
44
SFI Advisors
New Jersey
$6.01M -$22.8K -360 -0.4%
BWM
45
BCGM Wealth Management
Indiana
$6M +$478K +7,547 +9%
ETC
46
Exchange Traded Concepts
Oklahoma
$5.83M +$5.83M +92,112 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$5.58M +$1.65M +26,030 +42%
OFS
48
Orrstown Financial Services
Pennsylvania
$5.48M +$5.48M +86,503 New
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$5.39M -$263K -4,162 -5%
GF
50
GGM Financials
Ohio
$5.32M +$268K +4,230 +5%