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JPMorgan Active Value ETF

98 hedge funds and large institutions have $463M invested in JPMorgan Active Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
98
Holders Change
+23
Holders Change %
+30.67%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
25
Increased
54
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$204K -$5.64K -110 -3%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$203K +$203K +3,968 New
Comerica Bank
78
Comerica Bank
Texas
$162K +$162K +3,163 New
CAL
79
Capital Analysts LLC
Pennsylvania
$161K +$29.5K +574 +22%
IA
80
IFP Advisors
Florida
$118K +$53.8K +1,049 +84%
NA
81
NewEdge Advisors
Louisiana
$113K
HIA
82
Harbor Investment Advisory
Maryland
$102K
PA
83
Parallel Advisors
California
$94.3K +$94.3K +1,840 New
LFA
84
LGT Financial Advisors
Texas
$89.2K -$49.3K -961 -36%
PTC
85
Private Trust Company
Ohio
$76.2K -$871 -17 -1%
FAM
86
Family Asset Management
South Carolina
$38K +$2.82K +55 +8%
SPIA
87
Steward Partners Investment Advisory
New York
$31.9K
Wells Fargo
88
Wells Fargo
California
$19.4K +$19.4K +378 New
HI
89
Harbour Investments
Wisconsin
$19.3K
PB
90
Pinnacle Bancorp
Nebraska
$18.7K +$18.7K +341 New
RIA
91
Realta Investment Advisors
Delaware
$11.4K
PA
92
PSI Advisors
Florida
$10.4K +$51 +1 +0.5%
GBT
93
Grove Bank & Trust
Florida
$10.3K +$10.3K +200 New
SWM
94
Spire Wealth Management
Virginia
$5.69K +$2.67K +52 +88%
ACA
95
Aptus Capital Advisors
Alabama
$5.13K +$5.13K +100 New
RAM
96
Riggs Asset Management
Pennsylvania
$2K +$2K +39 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$666 +$666 +13 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$51
RDFA
99
Ritter Daniher Financial Advisory
Ohio
-$35.6K -670 Closed
TC
100
Truvestments Capital
Florida
-$1.28K -24 Closed