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JPMorgan Active Value ETF

117 hedge funds and large institutions have $673M invested in JPMorgan Active Value ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
117
Holders Change
+19
Holders Change %
+19.39%
% of All Funds
1.72%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
25
Increased
62
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
76
GPS Wealth Strategies Group
Colorado
$507K +$181K +3,247 +55%
CCB
77
Country Club Bank
Missouri
$472K +$472K +8,450 New
IA
78
IFP Advisors
Florida
$433K +$305K +5,491 +239%
FFA
79
Farther Finance Advisors
California
$421K +$11.1K +199 +3%
HI
80
Harbour Investments
Wisconsin
$408K +$387K +6,961 +1,846%
SFS
81
Security Financial Services
Indiana
$407K -$12.2K -220 -3%
GRP
82
Global Retirement Partners
California
$375K -$78K -1,425 -17%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$347K +$4.95K +89 +1%
SWP
84
Stratos Wealth Partners
Ohio
$342K +$43.2K +776 +14%
SOS
85
Silver Oak Securities
Tennessee
$333K -$45.2K -813 -12%
TCA
86
Transcend Capital Advisors
New Jersey
$324K +$23.6K +424 +8%
KCIC
87
Kuhn & Co Investment Counsel
Illinois
$314K +$314K +5,644 New
SI
88
Stephens Inc
Arkansas
$305K +$44.5K +800 +17%
SPI
89
Sutton Place Investors
New York
$300K +$22.4K +403 +8%
TFS
90
Thoroughbred Financial Services
Tennessee
$292K -$36.2K -650 -11%
NL
91
NWAM LLC
Washington
$284K +$15.1K +271 +6%
RJT
92
Raymond James Trust
Florida
$276K +$276K +4,970 New
JWCA
93
J.W. Cole Advisors
Florida
$261K -$1K -18 -0.4%
GIA
94
Gladstone Institutional Advisory
Florida
$254K -$32.4K -582 -11%
GWP
95
Gateway Wealth Partners
Wisconsin
$246K +$246K +4,428 New
SPIA
96
Steward Partners Investment Advisory
New York
$229K +$194K +3,486 +560%
Comerica Bank
97
Comerica Bank
Texas
$176K +$501 +9 +0.3%
CAL
98
Capital Analysts LLC
Pennsylvania
$175K +$945 +17 +0.5%
PTC
99
Private Trust Company
Ohio
$132K +$49.4K +888 +60%
HIA
100
Harbor Investment Advisory
Maryland
$111K