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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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

33% more funds holding

Funds holding: 5269 (+17)

1% less capital invested

Capital invested by funds: $252M → $249M (-$3.35M)

2.75% less ownership

Funds ownership: 83.44%80.69% (-2.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

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 Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Avior Wealth Management
Nebraska
$37M -$2.93M -56,163 -7%
LPL Financial
2
LPL Financial
California
$26M +$664K +12,719 +3%
Morgan Stanley
3
Morgan Stanley
New York
$25.4M +$5.78M +110,687 +29%
WAM
4
WNY Asset Management
New York
$16.4M +$430K +8,238 +3%
FCG
5
Financial Connections Group
California
$14.8M +$880K +16,841 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$13.3M -$10.2M -195,540 -43%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$13M +$2.12M +40,561 +19%
CI Investments Inc
8
CI Investments Inc
Ontario, Canada
$12.8M +$3.91M +74,950 +43%
KAS
9
Kestra Advisory Services
Texas
$11.1M +$1.21M +23,163 +12%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$9.14M +$2.2M +42,102 +31%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$6.7M +$614K +11,756 +10%
Stifel Financial
12
Stifel Financial
Missouri
$6.55M +$479K +9,177 +8%
RJA
13
Raymond James & Associates
Florida
$6.31M +$6.4M +122,480 New
CWM
14
CMH Wealth Management
New Hampshire
$5.06M +$61.6K +1,180 +1%
FWA
15
FSM Wealth Advisors
Ohio
$4.46M +$1.84M +35,137 +68%
EH
16
Equitable Holdings
New York
$4.43M +$4.53M +86,652 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.27M +$452K +8,655 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.22M +$336K +6,424 +11%
MTWM
19
Masso Torrence Wealth Management
New Jersey
$2.6M -$2.4M -46,018 -48%
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
$1.91M -$419K -8,020 -18%
Citadel Advisors
21
Citadel Advisors
Florida
$1.87M +$1.9M +36,409 New
DWP
22
Daymark Wealth Partners
Ohio
$1.77M +$1.11M +21,206 +161%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.72M +$1.75M +33,501 New
MA
24
Mutual Advisors
Nebraska
$1.63M +$446K +8,544 +37%
KF
25
Krilogy Financial
Missouri
$1.4M +$29.4K +562 +2%