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JPMorgan Active Value ETF

137 hedge funds and large institutions have $868M invested in JPMorgan Active Value ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+20
Holders Change %
+17.09%
% of All Funds
1.99%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
27
Increased
68
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NL
101
NWAM LLC
Washington
$281K -$20.3K -344 -7%
JWCA
102
J.W. Cole Advisors
Florida
$277K -$4.79K -80 -2%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$255K +$255K +4,262 New
Wells Fargo
104
Wells Fargo
California
$253K +$168K +2,800 +197%
WC
105
Weil Company
California
$250K +$250K +4,167 New
SWP
106
Stratos Wealth Partners
Ohio
$241K -$127K -2,125 -35%
GIA
107
Gladstone Institutional Advisory
Florida
$229K -$44.7K -746 -16%
WIM
108
Westside Investment Management
California
$223K +$223K +3,731 New
KWM
109
Kingsview Wealth Management
Oregon
$217K +$217K +3,626 New
Comerica Bank
110
Comerica Bank
Texas
$212K +$21.8K +364 +11%
WFAG
111
Worth Financial Advisory Group
North Carolina
$210K +$210K +3,500 New
RFN
112
RDA Financial Network
Iowa
$207K +$207K +3,457 New
CAWM
113
Capital Advisors Wealth Management
Washington
$203K +$203K +3,394 New
IP
114
Ignite Planners
California
$202K +$202K +3,385 New
FWP
115
Firethorn Wealth Partners
Georgia
$202K +$202K +3,370 New
CAL
116
Capital Analysts LLC
Pennsylvania
$189K +$539 +9 +0.3%
PTC
117
Private Trust Company
Ohio
$180K +$37.6K +628 +26%
ACA
118
Aptus Capital Advisors
Alabama
$146K +$140K +2,330 +2,330%
WTC
119
WhitTier Trust Company
Nevada
$141K +$67.4K +1,125 +92%
HIA
120
Harbor Investment Advisory
Maryland
$120K
PA
121
Parallel Advisors
California
$110K
GWM
122
Geneos Wealth Management
Colorado
$94.9K +$94.9K +1,585 New
TRCT
123
Tower Research Capital (TRC)
New York
$48.2K +$48.2K +805 New
MHR
124
Matthew Hamilton Rosenberg
$42.2K
FAM
125
Family Asset Management
South Carolina
$41.8K -$1.68K -28 -4%