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JPMorgan Active Value ETF

137 hedge funds and large institutions have $868M invested in JPMorgan Active Value ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
137
Holders Change
+20
Holders Change %
+17.09%
% of All Funds
1.99%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
27
Increased
68
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$2.03M +$281K +4,690 +16%
DADC
52
D.A. Davidson & Co
Montana
$1.78M +$1.78M +29,659 New
SWM
53
StoneCrest Wealth Management
Arizona
$1.72M -$29.3K -489 -2%
CW
54
CreativeOne Wealth
Kansas
$1.61M -$42.4K -708 -3%
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$1.6M -$342K -5,705 -18%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.59M +$1.21M +20,233 +324%
IWM
57
IHT Wealth Management
Illinois
$1.45M +$82.5K +1,378 +6%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.45M +$104K +1,742 +8%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$1.38M +$158K +2,637 +13%
CAN
60
Cetera Advisor Networks
California
$1.17M +$433K +7,226 +58%
BFA
61
Beaumont Financial Advisors
Massachusetts
$1.11M +$2.46K +41 +0.2%
AAS
62
Avantax Advisory Services
Texas
$1.07M +$20.4K +341 +2%
AWS
63
Atria Wealth Solutions
New York
$1.06M -$5.99K -100 -0.6%
EFH
64
Eaton Financial Holdings
Florida
$970K -$25.8K -430 -3%
3IP
65
3Chopt Investment Partners
Virginia
$937K +$43.4K +724 +5%
PWH
66
Priebe Wealth Holdings
Minnesota
$869K +$98.8K +1,650 +13%
NA
67
NewEdge Advisors
Louisiana
$868K +$219K +3,655 +34%
NCM
68
Northwest Capital Management
Oregon
$849K
CCB
69
Country Club Bank
Missouri
$840K +$334K +5,580 +66%
PAG
70
Private Advisor Group
New Jersey
$829K -$16.4K -274 -2%
LGWM
71
Litman Gregory Wealth Management
California
$822K +$145K +2,420 +21%
HI
72
Harbour Investments
Wisconsin
$801K +$362K +6,037 +82%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$784K +$5.33K +89 +0.7%
SMAM
74
Sugar Maple Asset Management
Wisconsin
$778K +$778K +12,991 New
LSPW
75
Lake Street Private Wealth
Illinois
$766K +$19.7K +329 +3%