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JPMorgan Active Value ETF

4 hedge funds and large institutions have $28.1M invested in JPMorgan Active Value ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding

Funds holding: 14 (+3)

8% more capital invested

Capital invested by funds: $26.2M → $28.1M (+$1.97M)

19.86% less ownership

Funds ownership: 94.34%74.48% (-20%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
+3
Holders Change %
+300%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$26.7M -$265K -5,000 -1%
LGWM
2
Litman Gregory Wealth Management
California
$785K +$772K +14,540 New
KAS
3
Kestra Advisory Services
Texas
$431K +$424K +7,988 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$206K +$203K +3,820 New