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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.

New
Increased
Maintained
Reduced
Closed
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 %
SPI
51
Sutton Place Investors
New York
$217K +$217K +4,219 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$212K +$212K +4,115 New
Truist Financial
53
Truist Financial
North Carolina
$211K +$8.19K +159 +4%
FAIM
54
Financial Advocates Investment Management
Washington
$210K +$210K +4,087 New
CAL
55
Capital Analysts LLC
Pennsylvania
$131K +$9.68K +188 +8%
NA
56
NewEdge Advisors
Louisiana
$113K +$113K +2,200 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$90K
HIA
58
Harbor Investment Advisory
Maryland
$80.4K +$43.7K +849 +119%
PTC
59
Private Trust Company
Ohio
$56.6K
ASN
60
Advisory Services Network
Georgia
$53.4K +$154 +3 +0.3%
LFA
61
LGT Financial Advisors
Texas
$50.1K +$50.1K +973 New
AAS
62
Ameritas Advisory Services
Nebraska
$49.5K +$49.5K +945 New
IA
63
IFP Advisors
Florida
$47.1K +$47.1K +941 New
FAM
64
Family Asset Management
South Carolina
$44.6K -$2.93K -57 -6%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$18.2K +$5K +97,200 +38%
PA
66
PSI Advisors
Florida
$10.4K
HI
67
Harbour Investments
Wisconsin
$8.91K +$5.46K +106 +158%
SWM
68
Spire Wealth Management
Virginia
$7.26K +$7.26K +141 New
TC
69
Truvestments Capital
Florida
$1.24K
LGWM
70
Litman Gregory Wealth Management
California
-$645K -12,585 Closed
MCC
71
Money Concepts Capital
Florida
-$114K -2,231 Closed
Wells Fargo
72
Wells Fargo
California
-$11.7K -228 Closed