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JPMorgan Active Value ETF

153 hedge funds and large institutions have $1.37B invested in JPMorgan Active Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 92 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
2.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
13
Increased
92
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$3.98M +$2.52M +39,262 +172%
RWS
52
Resolute Wealth Strategies
Mississippi
$3.95M +$203K +3,165 +5%
VWA
53
Visionary Wealth Advisors
Illinois
$3.92M -$693K -10,812 -15%
HighTower Advisors
54
HighTower Advisors
Illinois
$3.4M +$58.7K +915 +2%
CWM
55
CMH Wealth Management
New Hampshire
$3.13M +$2.5K +39 +0.1%
PAG
56
Private Advisor Group
New Jersey
$3.04M +$1.15M +18,021 +61%
AWAP
57
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.84M +$169K +2,644 +6%
DP
58
Denver PWM
Colorado
$2.59M +$228K +3,556 +10%
PWM
59
Perigon Wealth Management
California
$2.5M -$3.97K -62 -0.2%
CW
60
CreativeOne Wealth
Kansas
$2.45M +$783K +12,222 +47%
HI
61
Harbour Investments
Wisconsin
$2.34M +$642K +10,024 +38%
AWA
62
Arkadios Wealth Advisors
Georgia
$2.2M -$83.4K -1,302 -4%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$2.02M +$94.1K +1,469 +5%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$1.97M +$323K +5,035 +20%
DADC
65
D.A. Davidson & Co
Montana
$1.89M +$27.7K +433 +1%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$1.7M +$133K +2,072 +8%
BEI
67
Benjamin Edwards Inc
Missouri
$1.53M +$1.53M +23,802 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.49M -$87.1K -1,360 -6%
Wells Fargo
69
Wells Fargo
California
$1.47M +$884K +13,791 +150%
3IP
70
3Chopt Investment Partners
Virginia
$1.42M +$223K +3,488 +19%
DC
71
Davenport & Co
Virginia
$1.32M +$452K +7,059 +52%
AAS
72
Avantax Advisory Services
Texas
$1.28M +$13.6K +212 +1%
PWH
73
Priebe Wealth Holdings
Minnesota
$1.27M +$192K +3,000 +18%
CCB
74
Country Club Bank
Missouri
$1.25M +$263K +4,124 +27%
SOS
75
Silver Oak Securities
Tennessee
$1.2M +$364K +5,704 +44%