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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
WWA
76
WCG Wealth Advisors
Nevada
$924K +$919K +15,585 New
CCB
77
Country Club Bank
Missouri
$916K +$86.5K +1,466 +10%
IWM
78
IHT Wealth Management
Illinois
$886K -$561K -9,517 -39%
NA
79
NewEdge Advisors
Louisiana
$859K
NCM
80
Northwest Capital Management
Oregon
$837K -$3.48K -59 -0.4%
AG
81
Ascent Group
Virginia
$824K +$111K +1,884 +16%
DC
82
Davenport & Co
Virginia
$804K +$109K +1,847 +16%
SOS
83
Silver Oak Securities
Tennessee
$774K +$92K +1,559 +14%
KCIC
84
Kuhn & Co Investment Counsel
Illinois
$731K +$97.9K +1,660 +16%
WC
85
Weil Company
California
$730K +$481K +8,147 +196%
LGWM
86
Litman Gregory Wealth Management
California
$693K -$120K -2,036 -15%
WF
87
Wayfinding Financial
Washington
$667K -$4.13K -70 -0.6%
KF
88
Krilogy Financial
Missouri
$667K -$32.7K -554 -5%
LSPW
89
Lake Street Private Wealth
Illinois
$661K -$95.7K -1,623 -13%
RVPG
90
Relative Value Partners Group
$661K +$658K +11,160 New
SPI
91
Sutton Place Investors
New York
$594K +$204K +3,458 +53%
CPA
92
Clear Point Advisors
New York
$575K -$16.9K -286 -3%
OIA
93
OneDigital Investment Advisors
Kansas
$548K +$546K +9,255 New
Wells Fargo
94
Wells Fargo
California
$543K +$292K +4,945 +117%
IA
95
IFP Advisors
Florida
$535K +$2.83K +48 +0.5%
OWP
96
Obermeyer Wealth Partners
Colorado
$496K +$494K +8,372 New
GWSG
97
GPS Wealth Strategies Group
Colorado
$490K +$531 +9 +0.1%
ACP
98
Aveo Capital Partners
Colorado
$484K -$282K -4,773 -37%
FCG
99
Financial Connections Group
California
$483K -$74.9K -1,270 -13%
ACGA
100
Atlanta Consulting Group Advisors
Georgia
$474K