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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.

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 %
CCB
76
Country Club Bank
Missouri
$916K +$86.7K +1,466 +10%
IWM
77
IHT Wealth Management
Illinois
$886K -$570K -9,517 -39%
NA
78
NewEdge Advisors
Louisiana
$859K
NCM
79
Northwest Capital Management
Oregon
$837K -$3.5K -59 -0.4%
AG
80
Ascent Group
Virginia
$824K +$112K +1,884 +16%
DC
81
Davenport & Co
Virginia
$804K +$109K +1,847 +16%
SOS
82
Silver Oak Securities
Tennessee
$774K +$92.4K +1,559 +14%
KCIC
83
Kuhn & Co Investment Counsel
Illinois
$731K +$98.4K +1,660 +16%
WC
84
Weil Company
California
$730K +$483K +8,147 +196%
LGWM
85
Litman Gregory Wealth Management
California
$693K -$121K -2,036 -15%
WF
86
Wayfinding Financial
Washington
$667K -$4.15K -70 -0.6%
KF
87
Krilogy Financial
Missouri
$667K -$32.8K -554 -5%
LSPW
88
Lake Street Private Wealth
Illinois
$661K -$96.2K -1,623 -13%
RVPG
89
Relative Value Partners Group
$661K +$661K +11,160 New
SPI
90
Sutton Place Investors
New York
$594K +$205K +3,458 +53%
CPA
91
Clear Point Advisors
New York
$575K -$16.9K -286 -3%
OIA
92
OneDigital Investment Advisors
Kansas
$548K +$548K +9,255 New
Wells Fargo
93
Wells Fargo
California
$543K +$293K +4,945 +117%
IA
94
IFP Advisors
Florida
$535K +$2.85K +48 +0.5%
OWP
95
Obermeyer Wealth Partners
Colorado
$496K +$496K +8,372 New
GWSG
96
GPS Wealth Strategies Group
Colorado
$490K +$533 +9 +0.1%
ACP
97
Aveo Capital Partners
Colorado
$484K -$283K -4,773 -37%
FCG
98
Financial Connections Group
California
$483K -$75.2K -1,270 -13%
ACGA
99
Atlanta Consulting Group Advisors
Georgia
$474K
GM
100
GeoWealth Management
Illinois
$453K -$3.32K -56 -0.7%