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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.

New
Increased
Maintained
Reduced
Closed
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 %
SFC
126
Strategic Financial Concepts
Texas
$161K +$161K +45,021 New
GWM
127
Geneos Wealth Management
Colorado
$131K +$37.4K +631 +40%
TRCT
128
Tower Research Capital (TRC)
New York
$120K +$71.9K +1,213 +151%
HIA
129
Harbor Investment Advisory
Maryland
$118K
PA
130
Parallel Advisors
California
$109K
WTC
131
WhitTier Trust Company
Nevada
$102K -$37.6K -634 -27%
SPIA
132
Steward Partners Investment Advisory
New York
$98.3K +$61K +1,030 +164%
ATPW
133
Ashton Thomas Private Wealth
Arizona
$82.4K +$82.4K +1,390 New
Bank of America
134
Bank of America
North Carolina
$52.4K +$48.9K +825 +1,398%
LFA
135
LGT Financial Advisors
Texas
$44.3K +$9.53K +161 +27%
FAM
136
Family Asset Management
South Carolina
$42.1K +$770 +13 +2%
MHR
137
Matthew Hamilton Rosenberg
$41.6K
RCM
138
Raleigh Capital Management
North Carolina
$38.3K +$38.3K +646 New
ACA
139
Aptus Capital Advisors
Alabama
$34.7K -$109K -1,844 -76%
PB
140
Pinnacle Bancorp
Nebraska
$21.8K
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$18.3K +$4.16K +70 +30%
IGWM
142
ICA Group Wealth Management
Colorado
$17.8K +$17.8K +300 New
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$17K +$17K +300 New
KFS
144
Kelly Financial Services
Massachusetts
$13K +$13K +220 New
SWM
145
Spire Wealth Management
Virginia
$12.8K +$8.7K +147 +213%
PA
146
PSI Advisors
Florida
$12.2K +$59 +1 +0.5%
WAS
147
Winch Advisory Services
Wisconsin
$10.5K -$6.1K -103 -37%
WP
148
WealthShield Partners
North Carolina
$9.42K
CA
149
Continuum Advisory
Idaho
$7.65K +$7.65K +129 New
AF
150
Advisornet Financial
Minnesota
$7.14K +$7.14K +121 New