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JPMorgan Active Value ETF

190 hedge funds and large institutions have $2.06B invested in JPMorgan Active Value ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 27 reducing their positions, and 2 closing their positions.

Holders
190
Holders Change
+37
Holders Change %
+24.18%
% of All Funds
2.53%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
43
Increased
100
Reduced
27
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$648M 10,231,275 +8,850,809 +641%
LPL Financial
2
LPL Financial
California
$179M 2,831,430 +236,742 +9%
Ameriprise
3
Ameriprise
Minnesota
$90.7M 1,432,236 +369 +0%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$90.3M 1,426,359 +246,794 +21%
Morgan Stanley
5
Morgan Stanley
New York
$81.6M 1,289,877 +219,901 +21%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$61.6M 973,029 +63,523 +7%
AWM
7
Avior Wealth Management
Nebraska
$60.8M 960,089 -6,039 -0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$48.1M 760,356 +133,671 +21%
SC
9
Steph & Co
Wisconsin
$46.3M 731,502 +52,329 +8%
UBS Group
10
UBS Group
Switzerland
$40M 631,894 +18,442 +3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$35.4M 559,905 +106,200 +23%
Raymond James Financial
12
Raymond James Financial
Florida
$32.9M 520,388 +520,388 New
IA
13
Intellus Advisors
Florida
$28M 441,984 +441,984 New
WAM
14
WNY Asset Management
New York
$27.8M 438,396 +15,064 +4%
KAS
15
Kestra Advisory Services
Texas
$25.3M 399,586 +57,741 +17%
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$24.9M 393,718 +138,907 +55%
DWP
17
Daymark Wealth Partners
Ohio
$24.2M 382,413 +56,090 +17%
FWA
18
FSM Wealth Advisors
Ohio
$23.4M 358,265 +27,668 +8%
WWA
19
WCG Wealth Advisors
Nevada
$22.2M 351,056 +225,290 +179%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$20.5M 323,780 +323,780 New
Osaic Holdings
21
Osaic Holdings
Arizona
$20.3M 320,040 +39,667 +14%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$20.1M 317,388 +92,793 +41%
CF
23
Convergence Financial
Missouri
$19.5M 307,397 +18,145 +6%
AFA
24
Arlington Financial Advisors
California
$16.7M 263,203 +2,880 +1%
SA
25
Sanctuary Advisors
Indiana
$16.3M 244,664 +18,800 +8%