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JPMorgan Active Value ETF

153 hedge funds and large institutions have $1.37B invested in JPMorgan Active Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 92 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
2.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
13
Increased
92
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$166M 2,594,688 +71,887 +3%
Ameriprise
2
Ameriprise
Minnesota
$91.7M 1,431,867 +1,009,874 +239%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$88.4M 1,380,466 +534,561 +63%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$75.6M 1,179,565 +223,478 +23%
Morgan Stanley
5
Morgan Stanley
New York
$68.6M 1,069,976 +138,108 +15%
AWM
6
Avior Wealth Management
Nebraska
$61.9M 966,128 +73,455 +8%
Citadel Advisors
7
Citadel Advisors
Florida
$61.2M 955,095 +955,095 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$58.3M 909,506 +97,942 +12%
SC
9
Steph & Co
Wisconsin
$43.5M 679,173 +8,089 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$40.2M 626,685 -2,312 -0.4%
UBS Group
11
UBS Group
Switzerland
$39.3M 613,452 +10,033 +2%
RJA
12
Raymond James & Associates
Florida
$31.5M 491,579 +1,092 +0.2%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$29.1M 453,705 +140,253 +45%
WAM
14
WNY Asset Management
New York
$27.1M 423,332 -114,982 -21%
KAS
15
Kestra Advisory Services
Texas
$21.9M 341,845 +8,928 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$21.8M 339,919 +52,457 +18%
FWA
17
FSM Wealth Advisors
Ohio
$21.2M 330,597 +35,956 +12%
DWP
18
Daymark Wealth Partners
Ohio
$20.9M 326,323 +83,078 +34%
CF
19
Convergence Financial
Missouri
$18.5M 289,252 +31,481 +12%
Osaic Holdings
20
Osaic Holdings
Arizona
$18M 280,373 +20,005 +8%
AFA
21
Arlington Financial Advisors
California
$16.7M 260,323 +3,915 +2%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$16.3M 254,811 -22,960 -8%
RDFA
23
Ritter Daniher Financial Advisory
Ohio
$15.4M 239,803 +27,220 +13%
SA
24
Sanctuary Advisors
Indiana
$15.3M 225,864 -3,138 -1%
TSWM
25
Triangle Securities Wealth Management
North Carolina
$14.6M 227,471 +177,017 +351%