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JPMorgan Active Value ETF

98 hedge funds and large institutions have $463M invested in JPMorgan Active Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
98
Holders Change
+23
Holders Change %
+30.67%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
25
Increased
54
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$82.2M 1,604,146 +810,183 +102%
Morgan Stanley
2
Morgan Stanley
New York
$39.6M 772,065 +213,888 +38%
AWM
3
Avior Wealth Management
Nebraska
$30.7M 599,616 -1,891 -0.3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$27.7M 540,731 +145,363 +37%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$23.7M 462,260 +133,467 +41%
RJA
6
Raymond James & Associates
Florida
$21.6M 420,864 +75,646 +22%
WAM
7
WNY Asset Management
New York
$21.3M 416,157 +35,091 +9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17.1M 334,494 +30,832 +10%
Stifel Financial
9
Stifel Financial
Missouri
$14.6M 284,030 +153,163 +117%
KAS
10
Kestra Advisory Services
Texas
$13.2M 257,340 +19,252 +8%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$13M 254,071 +12,600 +5%
AFA
12
Arlington Financial Advisors
California
$12.6M 244,910 +244,910 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$12.4M 241,401 +32,712 +16%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$12.3M 239,379 +95,929 +67%
UBS Group
15
UBS Group
Switzerland
$9.99M 194,864 +132,147 +211%
FWA
16
FSM Wealth Advisors
Ohio
$9.95M 194,133 +50,895 +36%
DWP
17
Daymark Wealth Partners
Ohio
$9.68M 188,778 +46,065 +32%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$7.82M 152,583 -395 -0.3%
AP
19
Americana Partners
Texas
$7M 151,469 +151,469 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.59M 128,461 +42,076 +49%
EH
21
Equitable Holdings
New York
$5.46M 106,494 +9,376 +10%
AWM
22
Avaii Wealth Management
Wisconsin
$5.11M 99,666 +8,645 +9%
IWC
23
Integrated Wealth Concepts
Massachusetts
$3.75M 73,094 +468 +0.6%
VWA
24
Visionary Wealth Advisors
Illinois
$3.66M 71,492 +71,492 New
Osaic Holdings
25
Osaic Holdings
Arizona
$3.47M 67,650 +3,112 +5%