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JPMorgan Active Value ETF

69 hedge funds and large institutions have $249M invested in JPMorgan Active Value ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
33
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
Avior Wealth Management
Nebraska
$37M 718,232 -56,163 -7%
LPL Financial
2
LPL Financial
California
$26M 504,403 +12,719 +3%
Morgan Stanley
3
Morgan Stanley
New York
$25.4M 494,029 +110,687 +29%
WAM
4
WNY Asset Management
New York
$16.4M 318,798 +8,238 +3%
FCG
5
Financial Connections Group
California
$14.8M 287,052 +16,841 +6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$13.3M 258,288 -195,540 -43%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$13M 252,983 +40,561 +19%
CI Investments Inc
8
CI Investments Inc
Ontario, Canada
$12.8M 249,346 +74,950 +43%
KAS
9
Kestra Advisory Services
Texas
$11.1M 215,363 +23,163 +12%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$9.14M 177,520 +42,102 +31%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$6.7M 130,107 +11,756 +10%
Stifel Financial
12
Stifel Financial
Missouri
$6.55M 127,176 +9,177 +8%
RJA
13
Raymond James & Associates
Florida
$6.31M 122,480 +122,480 New
CWM
14
CMH Wealth Management
New Hampshire
$5.06M 98,266 +1,180 +1%
FWA
15
FSM Wealth Advisors
Ohio
$4.46M 86,680 +35,137 +68%
EH
16
Equitable Holdings
New York
$4.43M 86,652 +86,652 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.27M 63,539 +8,655 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.22M 62,454 +6,424 +11%
MTWM
19
Masso Torrence Wealth Management
New Jersey
$2.6M 50,580 -46,018 -48%
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
$1.91M 37,071 -8,020 -18%
Citadel Advisors
21
Citadel Advisors
Florida
$1.87M 36,409 +36,409 New
DWP
22
Daymark Wealth Partners
Ohio
$1.77M 34,380 +21,206 +161%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.72M 33,501 +33,501 New
MA
24
Mutual Advisors
Nebraska
$1.63M 31,568 +8,544 +37%
KF
25
Krilogy Financial
Missouri
$1.4M 27,175 +562 +2%