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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 %
MA
126
MONECO Advisors
Connecticut
$481K +$109K +1,722 +29%
ASN
127
Advisory Services Network
Georgia
$478K +$478K +7,548 New
PWP
128
Private Wealth Partners
California
$475K +$475K +7,500 New
GWP
129
Gateway Wealth Partners
Wisconsin
$473K +$120K +1,895 +34%
WFAG
130
Worth Financial Advisory Group
North Carolina
$465K +$41.8K +660 +10%
RCM
131
Riggs Capital Management
Utah
$449K +$449K +7,099 New
NL
132
NWAM LLC
Washington
$437K +$53.3K +842 +14%
FWP
133
Firethorn Wealth Partners
Georgia
$422K +$29.5K +466 +8%
SWP
134
Stratos Wealth Partners
Ohio
$412K -$1.77K -28 -0.4%
SI
135
Stephens Inc
Arkansas
$396K +$3.48K +55 +0.9%
HWA
136
HMV Wealth Advisors
Louisiana
$393K +$393K +6,209 New
Comerica Bank
137
Comerica Bank
Texas
$371K +$1.27K +20 +0.3%
AF
138
Advisornet Financial
Minnesota
$359K +$359K +5,670 New
JWCA
139
J.W. Cole Advisors
Florida
$322K +$24K +379 +8%
EFH
140
Eaton Financial Holdings
Florida
$305K
IP
141
Ignite Planners
California
$305K +$29.2K +457 +11%
SWM
142
SeaCrest Wealth Management
New York
$304K +$74.9K +1,183 +33%
CIA
143
Concurrent Investment Advisors
Florida
$303K +$92.6K +1,463 +44%
TPWA
144
Twin Peaks Wealth Advisors
California
$289K +$289K +4,572 New
IWM
145
IHT Wealth Management
Illinois
$279K -$722K -11,412 -72%
HIA
146
Harbor Investment Advisory
Maryland
$262K +$136K +2,145 +107%
WIM
147
Westside Investment Management
California
$254K
SFC
148
Strategic Financial Concepts
Texas
$247K +$247K +3,899 New
OHWP
149
Oak Harbor Wealth Partners
North Carolina
$238K +$238K +3,762 New
CAWM
150
Capital Advisors Wealth Management
Washington
$223K +$886 +14 +0.4%