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JPMorgan Global Select Equity ETF

52 hedge funds and large institutions have $3.07B invested in JPMorgan Global Select Equity ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

53% more funds holding

Funds holding: 3452 (+18)

41% more capital invested

Capital invested by funds: $2.18B → $3.07B (+$890M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10.41% less ownership

Funds ownership: 101.88%91.47% (-10%)

Holders
52
Holders Change
+18
Holders Change %
+52.94%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
29
Reduced
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.65B +$528M +9,088,322 +26%
LPL Financial
2
LPL Financial
California
$82.5M +$29.5M +507,256 +59%
AssetMark Inc
3
AssetMark Inc
California
$49M +$8.72M +150,165 +23%
PP
4
Prudential plc
United Kingdom
$48.2M +$46.4M +798,000 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$44.2M +$18.2M +314,009 +75%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$42.3M +$21.7M +374,299 +115%
Jane Street
7
Jane Street
New York
$39.5M +$32.6M +561,875 +612%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$29.4M +$11.1M +190,649 +64%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$19.5M +$6.68M +115,046 +55%
DWP
10
Daymark Wealth Partners
Ohio
$17.1M +$10M +172,426 +157%
MWA
11
MN Wealth Advisors
Kansas
$7.2M +$2.38M +41,026 +52%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.87M +$6.61M +113,784 New
VWA
13
Visionary Wealth Advisors
Illinois
$4.93M +$4.19M +72,216 +765%
MML Investors Services
14
MML Investors Services
Massachusetts
$4.46M +$4.29M +73,923 New
Osaic Holdings
15
Osaic Holdings
Arizona
$4.31M +$3.71M +63,891 +853%
FTUS
16
Flow Traders U.S.
New York
$3.06M +$2.94M +50,674 New
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$2.39M +$600K +10,328 +35%
CW
18
CreativeOne Wealth
Kansas
$2.33M +$615K +10,584 +38%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$1.69M +$884K +15,225 +120%
AG
20
Ascent Group
Virginia
$1.42M +$393K +6,770 +40%
3IP
21
3Chopt Investment Partners
Virginia
$1.41M +$1.35M +23,294 New
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.34M +$416K +7,161 +48%
TGAM
23
TBH Global Asset Management
Tennessee
$1.2M +$1.15M +19,799 New
TA
24
TFB Advisors
Kansas
$1.13M +$13.3K +229 +1%
WF
25
Wayfinding Financial
Washington
$1.1M +$163K +2,807 +18%