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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
PTC
126
Private Trust Company
Ohio
$178K
SFC
127
Strategic Financial Concepts
Texas
$161K +$2.66M +45,021 New
GWM
128
Geneos Wealth Management
Colorado
$131K +$37.2K +631 +40%
TRCT
129
Tower Research Capital (TRC)
New York
$120K +$71.5K +1,213 +151%
HIA
130
Harbor Investment Advisory
Maryland
$118K
PA
131
Parallel Advisors
California
$109K
WTC
132
WhitTier Trust Company
Nevada
$102K -$37.4K -634 -27%
SPIA
133
Steward Partners Investment Advisory
New York
$98.3K +$60.8K +1,030 +164%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$82.4K +$82K +1,390 New
Bank of America
135
Bank of America
North Carolina
$52.4K +$48.7K +825 +1,398%
LFA
136
LGT Financial Advisors
Texas
$44.3K +$9.5K +161 +27%
FAM
137
Family Asset Management
South Carolina
$42.1K +$767 +13 +2%
MHR
138
Matthew Hamilton Rosenberg
$41.6K
RCM
139
Raleigh Capital Management
North Carolina
$38.3K +$38.1K +646 New
ACA
140
Aptus Capital Advisors
Alabama
$34.7K -$109K -1,844 -76%
PB
141
Pinnacle Bancorp
Nebraska
$21.8K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$18.3K +$4.13K +70 +30%
IGWM
143
ICA Group Wealth Management
Colorado
$17.8K +$17.7K +300 New
HGERS
144
Householder Group Estate & Retirement Specialist
Arizona
$17K +$17.7K +300 New
KFS
145
Kelly Financial Services
Massachusetts
$13K +$13K +220 New
SWM
146
Spire Wealth Management
Virginia
$12.8K +$8.67K +147 +213%
PA
147
PSI Advisors
Florida
$12.2K +$59 +1 +0.5%
WAS
148
Winch Advisory Services
Wisconsin
$10.5K -$6.08K -103 -37%
WP
149
WealthShield Partners
North Carolina
$9.42K
CA
150
Continuum Advisory
Idaho
$7.64K +$7.61K +129 New