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JPMorgan Active Value ETF

156 hedge funds and large institutions have $1.04B invested in JPMorgan Active Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
2.27%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
27
Increased
83
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
51
CMH Wealth Management
New Hampshire
$2.89M +$11.5K +194 +0.4%
AWAP
52
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.47M +$53.8K +908 +2%
PWM
53
Perigon Wealth Management
California
$2.32M +$116K +1,963 +5%
DP
54
Denver PWM
Colorado
$2.18M +$2.18M +36,835 New
SF
55
Synovus Financial
Georgia
$2.13M -$22.7K -383 -1%
AWA
56
Arkadios Wealth Advisors
Georgia
$2.11M +$2.11M +35,665 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.78M +$1M +16,942 +129%
PAG
58
Private Advisor Group
New Jersey
$1.74M +$922K +15,552 +112%
DADC
59
D.A. Davidson & Co
Montana
$1.72M -$39.5K -667 -2%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$1.57M +$1.32M +22,227 +522%
HI
61
Harbour Investments
Wisconsin
$1.57M +$775K +13,079 +98%
CW
62
CreativeOne Wealth
Kansas
$1.54M -$48.9K -826 -3%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$1.53M -$61.7K -1,041 -4%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.46M -$4.21M -71,077 -74%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$1.45M +$20.1K +340 +1%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$1.43M +$71K +1,198 +5%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$1.36M +$1.36M +22,879 New
AAS
68
Avantax Advisory Services
Texas
$1.17M +$116K +1,951 +11%
3IP
69
3Chopt Investment Partners
Virginia
$1.11M +$184K +3,111 +20%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$1.11M +$453K +7,648 +69%
BFA
71
Beaumont Financial Advisors
Massachusetts
$1.05M -$44.2K -746 -4%
AWS
72
Atria Wealth Solutions
New York
$1.04M -$9.07K -153 -0.9%
PWH
73
Priebe Wealth Holdings
Minnesota
$993K +$133K +2,250 +16%
SMAM
74
Sugar Maple Asset Management
Wisconsin
$931K +$161K +2,724 +21%
WWA
75
WCG Wealth Advisors
Nevada
$924K +$924K +15,585 New