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JPMorgan Active Value ETF

117 hedge funds and large institutions have $673M invested in JPMorgan Active Value ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
117
Holders Change
+19
Holders Change %
+19.39%
% of All Funds
1.72%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
25
Increased
62
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$1.13M -$205K -3,690 -15%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.06M +$836K +15,033 +379%
BFA
53
Beaumont Financial Advisors
Massachusetts
$1.03M +$145K +2,600 +16%
AWS
54
Atria Wealth Solutions
New York
$990K +$214K +3,844 +28%
AAS
55
Avantax Advisory Services
Texas
$972K +$211K +3,801 +28%
CA
56
Crumly & Associates
Illinois
$937K +$937K +16,841 New
EFH
57
Eaton Financial Holdings
Florida
$925K -$2K -36 -0.2%
3IP
58
3Chopt Investment Partners
Virginia
$830K +$830K +14,915 New
RDFA
59
Ritter Daniher Financial Advisory
Ohio
$796K +$796K +14,318 New
NCM
60
Northwest Capital Management
Oregon
$789K +$789K +14,177 New
PAG
61
Private Advisor Group
New Jersey
$785K +$497K +8,933 +172%
GM
62
GeoWealth Management
Illinois
$725K -$133K -2,402 -16%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$723K -$2.03M -36,437 -74%
KF
64
Krilogy Financial
Missouri
$718K -$134K -2,415 -16%
PWH
65
Priebe Wealth Holdings
Minnesota
$715K +$715K +12,863 New
LSPW
66
Lake Street Private Wealth
Illinois
$693K +$29.1K +523 +4%
CAN
67
Cetera Advisor Networks
California
$689K +$71.1K +1,278 +12%
AG
68
Ascent Group
Virginia
$670K +$165K +2,929 +33%
WF
69
Wayfinding Financial
Washington
$665K +$74.9K +1,347 +13%
CFG
70
Cooper Financial Group
California
$656K -$405K -7,287 -38%
LGWM
71
Litman Gregory Wealth Management
California
$629K -$27.5K -495 -4%
HighTower Advisors
72
HighTower Advisors
Illinois
$628K +$628K +11,306 New
NA
73
NewEdge Advisors
Louisiana
$603K +$480K +8,633 +392%
CPA
74
Clear Point Advisors
New York
$554K +$554K +9,996 New
DC
75
Davenport & Co
Virginia
$532K +$152K +2,737 +40%