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JPMorgan Active Growth ETF

108 hedge funds and large institutions have $720M invested in JPMorgan Active Growth ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

135% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 20

100% more capital invested

Capital invested by funds: $361M → $720M (+$360M)

42% more funds holding

Funds holding: 76108 (+32)

6.54% more ownership

Funds ownership: 77.41%83.94% (+6.5%)

Holders
108
Holders Change
+32
Holders Change %
+42.11%
% of All Funds
1.57%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
37
Increased
47
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$6.49M +$1.51M +26,569 +33%
MWA
27
MN Wealth Advisors
Kansas
$5.89M +$5.49M +96,458 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.68M +$2.48M +43,618 +88%
UBS Group
29
UBS Group
Switzerland
$5.3M +$1.4M +24,535 +39%
MML Investors Services
30
MML Investors Services
Massachusetts
$4.55M +$4.23M +74,413 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.16M +$679K +11,930 +30%
VWA
32
Visionary Wealth Advisors
Illinois
$2.76M +$355K +6,235 +16%
LNC
33
Lincoln National Corp
Pennsylvania
$2.75M +$474K +8,328 +23%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.47M +$226K +3,966 +11%
Jane Street
35
Jane Street
New York
$2.47M +$2.3M +40,381 New
SFC
36
Sprinkle Financial Consultants
Colorado
$2.46M +$2.29M +40,228 New
PWP
37
Private Wealth Partners
California
$2.41M +$467K +8,200 +26%
JWBC
38
John W. Brooker & Co
California
$2.29M +$504K +8,850 +31%
RJA
39
Raymond James & Associates
Florida
$2.24M +$2.08M +36,592 New
FHA
40
Flagship Harbor Advisors
Massachusetts
$1.9M +$251K +4,404 +17%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$1.84M -$109K -1,923 -6%
EWM
42
Echo Wealth Management
Minnesota
$1.75M +$1.64M +28,823 New
Marshall Wace
43
Marshall Wace
United Kingdom
$1.62M +$1.51M +26,560 New
CW
44
CreativeOne Wealth
Kansas
$1.57M -$361K -6,340 -20%
CBFP
45
Cedar Brook Financial Partners
Ohio
$1.53M +$586K +10,296 +71%
RHP
46
Royal Harbor Partners
Texas
$1.3M +$1.21M +21,349 New
OFS
47
Orrstown Financial Services
Pennsylvania
$1.24M +$1.15M +20,290 New
PWM
48
Perigon Wealth Management
California
$1.2M +$1.12M +19,716 New
Two Sigma Investments
49
Two Sigma Investments
New York
$1.2M +$1.12M +19,600 New
SB
50
Strategic Blueprint
Georgia
$1.13M +$25.3K +444 +2%