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JPMorgan Active Growth ETF

52 hedge funds and large institutions have $185M invested in JPMorgan Active Growth ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

86% more funds holding

Funds holding: 2852 (+24)

59% more capital invested

Capital invested by funds: $117M → $185M (+$68.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.94% less ownership

Funds ownership: 83.47%78.53% (-4.9%)

Holders
52
Holders Change
+24
Holders Change %
+85.71%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
17
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
26
Lake Street Private Wealth
Illinois
$818K +$2.73K +58 +0.3%
SB
27
Strategic Blueprint
Georgia
$793K +$758K +16,130 New
CAN
28
Cetera Advisor Networks
California
$762K +$345K +7,331 +90%
WF
29
Wayfinding Financial
Washington
$691K +$661K +14,073 New
CBFP
30
Cedar Brook Financial Partners
Ohio
$634K +$606K +12,894 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$542K +$518K +11,019 New
SFS
32
Security Financial Services
Indiana
$517K -$78.6K -1,673 -14%
LNC
33
Lincoln National Corp
Pennsylvania
$509K +$486K +10,346 New
VCM
34
Virtue Capital Management
Tennessee
$391K +$384K +8,166 New
Prudential Financial
35
Prudential Financial
New Jersey
$371K +$355K +7,552 New
NL
36
NWAM LLC
Washington
$354K +$28.1K +599 +9%
HighTower Advisors
37
HighTower Advisors
Illinois
$334K -$36.2K -770 -10%
FFA
38
Farther Finance Advisors
California
$283K +$270K +5,750 New
CA
39
Cetera Advisors
Colorado
$260K +$249K +5,293 New
FSG
40
Financial Strategies Group
Michigan
$250K +$239K +5,078 New
TCA
41
Transcend Capital Advisors
New Jersey
$246K +$235K +5,008 New
SPI
42
Sutton Place Investors
New York
$234K +$223K +4,752 New
UBS Group
43
UBS Group
Switzerland
$227K +$217K +4,612 New
TI
44
Tidal Investments
Wisconsin
$226K +$216K +4,596 New
MML Investors Services
45
MML Investors Services
Massachusetts
$224K +$214K +4,548 New
ATC
46
Argent Trust Co
Tennessee
$212K +$202K +4,308 New
AAS
47
Ameritas Advisory Services
Nebraska
$97.4K +$94.1K +2,002 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$11.5K +$5.47M +116,293 +98%
AF
49
Advisornet Financial
Minnesota
$11.3K +$10.8K +230 New
IA
50
IFP Advisors
Florida
$7.76K +$7.38K +157 New