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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.

New
Increased
Maintained
Reduced
Closed
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 %
NCM
101
Northwest Capital Management
Oregon
$894K
HWMO
102
Heritage Wealth Management (Ohio)
Ohio
$838K +$838K +13,233 New
SPI
103
Sutton Place Investors
New York
$825K +$79.9K +1,263 +11%
GLA
104
Good Life Advisors
Pennsylvania
$718K +$307K +4,846 +75%
GIA
105
Gladstone Institutional Advisory
Florida
$707K +$466K +7,358 +193%
KF
106
Krilogy Financial
Missouri
$677K -$6.84K -108 -1%
IA
107
IFP Advisors
Florida
$658K +$36.7K +580 +6%
BRWA
108
B. Riley Wealth Advisors
Florida
$653K +$313K +4,939 +92%
CA
109
Clearstead Advisors
Ohio
$638K +$636K +10,054 +50,270%
SNWA
110
Siligmueller & Norvid Wealth Advisors
Illinois
$633K +$633K +10,000 New
OIA
111
OneDigital Investment Advisors
Kansas
$591K +$2.28K +36 +0.4%
CPA
112
Clear Point Advisors
New York
$579K -$37.4K -591 -6%
LI
113
LRI Investments
Florida
$570K +$570K +9,000 New
GM
114
GeoWealth Management
Illinois
$567K -$19.6K -310 -3%
TWP
115
Triad Wealth Partners
Kansas
$536K +$536K +8,466 New
GWM
116
Greenwich Wealth Management
Connecticut
$532K +$532K +8,408 New
OWP
117
Obermeyer Wealth Partners
Colorado
$530K
GWSG
118
GPS Wealth Strategies Group
Colorado
$526K +$2.09K +33 +0.4%
FFA
119
Farther Finance Advisors
California
$521K -$96.3K -1,522 -16%
MEAC
120
M.E. Allison & Co
Texas
$515K +$515K +8,141 New
FCG
121
Financial Connections Group
California
$511K -$1.01K -16 -0.2%
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
$510K +$510K +8,061 New
NL
123
NVWM LLC
Pennsylvania
$507K
ACGA
124
Atlanta Consulting Group Advisors
Georgia
$507K
TFS
125
Thoroughbred Financial Services
Tennessee
$491K +$91.2K +1,442 +23%