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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
GM
101
GeoWealth Management
Illinois
$453K -$3.3K -56 -0.7%
GWP
102
Gateway Wealth Partners
Wisconsin
$452K +$50.1K +850 +13%
TCA
103
Transcend Capital Advisors
New Jersey
$406K +$65.8K +1,115 +19%
FFA
104
Farther Finance Advisors
California
$394K -$21.8K -370 -5%
GRP
105
Global Retirement Partners
California
$379K -$34K -577 -8%
TFS
106
Thoroughbred Financial Services
Tennessee
$374K +$69.9K +1,185 +23%
SI
107
Stephens Inc
Arkansas
$368K -$3.54K -60 -1%
KWM
108
Kingsview Wealth Management
Oregon
$351K +$135K +2,291 +63%
SWP
109
Stratos Wealth Partners
Ohio
$346K +$107K +1,806 +45%
RJT
110
Raymond James Trust
Florida
$321K -$9.14K -155 -3%
AFG
111
Albion Financial Group
Utah
$287K +$286K +4,850 New
MA
112
MONECO Advisors
Connecticut
$284K +$283K +4,798 New
GLA
113
Good Life Advisors
Pennsylvania
$284K +$283K +4,798 New
JWCA
114
J.W. Cole Advisors
Florida
$279K +$4.9K +83 +2%
BRWA
115
B. Riley Wealth Advisors
Florida
$238K +$237K +4,015 New
WIM
116
Westside Investment Management
California
$237K +$16.2K +274 +7%
IP
117
Ignite Planners
California
$237K +$37.3K +632 +19%
NL
118
NVWM LLC
Pennsylvania
$237K +$236K +4,000 New
FWP
119
Firethorn Wealth Partners
Georgia
$219K +$18.9K +320 +9%
GIA
120
Gladstone Institutional Advisory
Florida
$214K -$12.5K -212 -6%
Comerica Bank
121
Comerica Bank
Texas
$210K
WFAG
122
Worth Financial Advisory Group
North Carolina
$207K
CAWM
123
Capital Advisors Wealth Management
Washington
$202K +$885 +15 +0.4%
RFN
124
RDA Financial Network
Iowa
$201K -$3.77K -64 -2%
CAL
125
Capital Analysts LLC
Pennsylvania
$187K