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JPMorgan Active Value ETF

157 hedge funds and large institutions have $1.04B invested in JPMorgan Active Value ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

144% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 34

20% more capital invested

Capital invested by funds: $868M → $1.04B (+$175M)

15% more funds holding

Funds holding: 137157 (+20)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

2.56% more ownership

Funds ownership: 80.71%83.27% (+2.6%)

Holders
157
Holders Change
+20
Holders Change %
+14.6%
% of All Funds
2.27%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
83
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$2.97M -$141K -2,387 -5%
CWM
52
CMH Wealth Management
New Hampshire
$2.89M +$11.4K +194 +0.4%
AWAP
53
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.47M +$53.6K +908 +2%
PWM
54
Perigon Wealth Management
California
$2.32M +$116K +1,963 +5%
DP
55
Denver PWM
Colorado
$2.18M +$2.17M +36,835 New
SF
56
Synovus Financial
Georgia
$2.13M -$22.6K -383 -1%
AWA
57
Arkadios Wealth Advisors
Georgia
$2.11M +$2.1M +35,665 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$1.78M +$999K +16,942 +129%
PAG
59
Private Advisor Group
New Jersey
$1.74M +$917K +15,552 +112%
DADC
60
D.A. Davidson & Co
Montana
$1.72M -$39.3K -667 -2%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$1.57M +$1.31M +22,227 +522%
HI
62
Harbour Investments
Wisconsin
$1.57M +$771K +13,079 +98%
CW
63
CreativeOne Wealth
Kansas
$1.54M -$48.7K -826 -3%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$1.53M -$61.4K -1,041 -4%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.46M -$4.19M -71,077 -74%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$1.45M +$20.1K +340 +1%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$1.43M +$70.7K +1,198 +5%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$1.36M +$1.35M +22,879 New
AAS
69
Avantax Advisory Services
Texas
$1.17M +$115K +1,951 +11%
3IP
70
3Chopt Investment Partners
Virginia
$1.11M +$184K +3,111 +20%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$1.11M +$451K +7,648 +69%
BFA
72
Beaumont Financial Advisors
Massachusetts
$1.05M -$44K -746 -4%
AWS
73
Atria Wealth Solutions
New York
$1.04M -$9.03K -153 -0.9%
PWH
74
Priebe Wealth Holdings
Minnesota
$993K +$133K +2,250 +16%
SMAM
75
Sugar Maple Asset Management
Wisconsin
$931K +$161K +2,724 +21%