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JPMorgan Active Value ETF

190 hedge funds and large institutions have $2.06B invested in JPMorgan Active Value ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 27 reducing their positions, and 2 closing their positions.

Holders
190
Holders Change
+37
Holders Change %
+24.18%
% of All Funds
2.53%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
43
Increased
100
Reduced
27
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$1.81M +$124K +1,961 +7%
PWH
77
Priebe Wealth Holdings
Minnesota
$1.76M +$510K +8,050 +41%
AWA
78
Arkadios Wealth Advisors
Georgia
$1.75M -$426K -6,725 -20%
AI
79
Atria Investments
North Carolina
$1.74M +$1.74M +27,505 New
WC
80
Weil Company
California
$1.74M +$786K +12,410 +83%
CCB
81
Country Club Bank
Missouri
$1.73M +$495K +7,831 +40%
MWM
82
Mascagni Wealth Management
Mississippi
$1.72M +$1.72M +27,068 New
KWM
83
Kingsview Wealth Management
Oregon
$1.64M +$1.29M +20,312 +361%
3IP
84
3Chopt Investment Partners
Virginia
$1.57M +$165K +2,603 +12%
BEI
85
Benjamin Edwards Inc
Missouri
$1.49M -$14.2K -225 -0.9%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$1.41M -$583K -9,210 -29%
AWS
87
Atria Wealth Solutions
New York
$1.39M +$253K +3,995 +22%
SG
88
StoneX Group
New York
$1.18M +$1.18M +18,664 New
GCP
89
Gill Capital Partners
Colorado
$1.18M +$1.18M +18,615 New
SMAM
90
Sugar Maple Asset Management
Wisconsin
$1.16M +$186K +2,933 +19%
SOS
91
Silver Oak Securities
Tennessee
$1.15M -$33.2K -525 -3%
WF
92
Wayfinding Financial
Washington
$1.1M +$147K +2,316 +15%
LSPW
93
Lake Street Private Wealth
Illinois
$1.06M +$233K +3,686 +28%
BFA
94
Beaumont Financial Advisors
Massachusetts
$1.06M
AAS
95
Avantax Advisory Services
Texas
$1.03M -$236K -3,733 -19%
LGWM
96
Litman Gregory Wealth Management
California
$1M +$140K +2,211 +16%
AG
97
Ascent Group
Virginia
$929K +$41K +648 +5%
KW
98
Keyvantage Wealth
Pennsylvania
$925K +$925K +14,614 New
NA
99
NewEdge Advisors
Louisiana
$914K
KCIC
100
Kuhn & Co Investment Counsel
Illinois
$906K +$47.8K +755 +6%