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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 %
SMC
151
Smith, Moore & Co
Missouri
$218K +$218K +3,449 New
PTC
152
Private Trust Company
Ohio
$210K +$22.2K +350 +12%
ACP
153
Aveo Capital Partners
Colorado
$206K -$220K -3,483 -52%
CFS
154
CRA Financial Services
New Jersey
$204K +$204K +3,230 New
CAL
155
Capital Analysts LLC
Pennsylvania
$202K +$759 +12 +0.4%
LC
156
Landaas & Company
Wisconsin
$201K
AWM
157
AE Wealth Management
Kansas
$178K +$178K +2,808 New
GWM
158
Geneos Wealth Management
Colorado
$164K +$9.69K +153 +6%
SPIA
159
Steward Partners Investment Advisory
New York
$132K +$32.6K +515 +33%
PA
160
Parallel Advisors
California
$116K
WWP
161
WR Wealth Planners
Missouri
$115K +$115K +1,822 New
WTC
162
WhitTier Trust Company
Nevada
$109K
CSP
163
Cary Street Partners
Virginia
$101K +$101K +1,600 New
AFG
164
Albion Financial Group
Utah
$85.5K
LFA
165
LGT Financial Advisors
Texas
$79.7K +$6.84K +108 +9%
AssetMark Inc
166
AssetMark Inc
California
$61.8K +$59.3K +937 +2,403%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$53.1K +$51.4K +812 +3,007%
ACA
168
Aptus Capital Advisors
Alabama
$40.3K
CWM
169
Centricity Wealth Management
Ohio
$38.6K +$38.6K +610 New
MHR
170
Matthew Hamilton Rosenberg
$36.4K -$8.36K -132 -19%
PB
171
Pinnacle Bancorp
Nebraska
$30.6K +$7.28K +115 +31%
QCG
172
Quadrant Capital Group
Ohio
$25.3K
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$25.3K +$25.3K +400 New
PS
174
Principal Securities
Iowa
$23.7K +$6.33K +100 +36%
AG
175
AmeriFlex Group
Nevada
$20.7K +$20.7K +313 New