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JPMorgan Active Value ETF

153 hedge funds and large institutions have $1.37B invested in JPMorgan Active Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 92 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
2.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
13
Increased
92
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
126
Capital Analysts LLC
Pennsylvania
$204K +$1.67K +26 +0.8%
LC
127
Landaas & Company
Wisconsin
$203K +$203K +3,168 New
PTC
128
Private Trust Company
Ohio
$190K -$2.44K -38 -1%
GWM
129
Geneos Wealth Management
Colorado
$156K +$14.5K +226 +10%
HIA
130
Harbor Investment Advisory
Maryland
$128K
PA
131
Parallel Advisors
California
$118K
WTC
132
WhitTier Trust Company
Nevada
$110K
SPIA
133
Steward Partners Investment Advisory
New York
$101K -$5.25K -82 -5%
AFG
134
Albion Financial Group
Utah
$86.5K -$224K -3,500 -72%
LFA
135
LGT Financial Advisors
Texas
$73.7K +$25.8K +403 +54%
FAM
136
Family Asset Management
South Carolina
$52.5K +$6.92K +108 +15%
MHR
137
Matthew Hamilton Rosenberg
$45.3K
ACA
138
Aptus Capital Advisors
Alabama
$40.7K +$3.2K +50 +9%
QCG
139
Quadrant Capital Group
Ohio
$25.6K +$25.6K +400 New
PB
140
Pinnacle Bancorp
Nebraska
$23.6K
HGERS
141
Householder Group Estate & Retirement Specialist
Arizona
$19K
PS
142
Principal Securities
Iowa
$17.6K +$17.6K +275 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$15.1K -$4.47K -70 -23%
SWM
144
Spire Wealth Management
Virginia
$13.8K -$64 -1 -0.5%
PA
145
PSI Advisors
Florida
$13.2K +$64 +1 +0.5%
WP
146
WealthShield Partners
North Carolina
$10.2K
SIS
147
Sound Income Strategies
Florida
$4.04K
AssetMark Inc
148
AssetMark Inc
California
$2.5K
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$1.73K +$1.73K +27 New
BCWM
150
Bartlett & Co Wealth Management
Ohio
$1.35K