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JPMorgan Active Value ETF

157 hedge funds and large institutions have $1.04B invested in JPMorgan Active Value ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

144% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 34

20% more capital invested

Capital invested by funds: $868M → $1.04B (+$175M)

15% more funds holding

Funds holding: 137157 (+20)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

2.56% more ownership

Funds ownership: 80.71%83.27% (+2.6%)

Holders
157
Holders Change
+20
Holders Change %
+14.6%
% of All Funds
2.27%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
83
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$150M +$1.81M +30,609 +1%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$56.7M +$12.4M +210,993 +28%
Morgan Stanley
3
Morgan Stanley
New York
$55.2M +$7.24M +122,753 +15%
AWM
4
Avior Wealth Management
Nebraska
$52.9M +$9.04M +153,269 +21%
JP Morgan Chase
5
JP Morgan Chase
New York
$50.1M +$7.85M +133,101 +19%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$48.1M +$46.3M +785,087 +2,965%
SC
7
Steph & Co
Wisconsin
$39.8M +$4.06M +68,799 +11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$37.3M +$4.86M +82,420 +15%
UBS Group
9
UBS Group
Switzerland
$35.8M +$1.28M +21,653 +4%
WAM
10
WNY Asset Management
New York
$31.9M +$7.84M +132,964 +33%
RJA
11
Raymond James & Associates
Florida
$29.1M +$323K +5,482 +1%
Ameriprise
12
Ameriprise
Minnesota
$25M +$24.9M +421,993 New
KAS
13
Kestra Advisory Services
Texas
$19.7M +$1.54M +26,181 +9%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$18.6M +$2.37M +40,104 +15%
FWA
15
FSM Wealth Advisors
Ohio
$17.5M +$1.12M +19,037 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$17M +$99.3K +1,684 +0.6%
CI Investments Inc
17
CI Investments Inc
Ontario, Canada
$16.5M +$1.53M +25,900 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15.7M +$3.64M +61,757 +30%
Osaic Holdings
19
Osaic Holdings
Arizona
$15.4M +$3.39M +57,479 +28%
CF
20
Convergence Financial
Missouri
$15.3M +$1.74M +29,421 +13%
AFA
21
Arlington Financial Advisors
California
$15.2M -$41.6K -705 -0.3%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$14.6M +$2.48M +42,107 +21%
DWP
23
Daymark Wealth Partners
Ohio
$14.4M -$1.02M -17,316 -7%
CA
24
Crumly & Associates
Illinois
$13.5M +$180K +3,046 +1%
SA
25
Sanctuary Advisors
Indiana
$13.4M +$13.5M +229,002 New