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JPMorgan Active Growth ETF

137 hedge funds and large institutions have $1.08B invested in JPMorgan Active Growth ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 72 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

213% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 23

49% more capital invested

Capital invested by funds: $720M → $1.08B (+$355M)

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

27% more funds holding

Funds holding: 108137 (+29)

3.4% less ownership

Funds ownership: 83.94%80.54% (-3.4%)

Holders
137
Holders Change
+29
Holders Change %
+26.85%
% of All Funds
1.97%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
37
Increased
72
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$11.9M +$1.16M +17,493 +11%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$11.5M +$917K +13,846 +9%
AFA
28
Arlington Financial Advisors
California
$11.5M +$10.9M +163,906 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$11.2M +$4.41M +66,586 +72%
WWMSC
30
Wagner Wealth Management (South Carolina)
South Carolina
$10.3M +$715K +10,786 +8%
FAIM
31
Financial Advocates Investment Management
Washington
$10.2M +$8.19M +123,673 +581%
MML Investors Services
32
MML Investors Services
Massachusetts
$10.1M +$4.57M +69,001 +93%
RJA
33
Raymond James & Associates
Florida
$9.11M +$6.17M +93,144 +255%
KAS
34
Kestra Advisory Services
Texas
$8.66M +$1.13M +17,120 +16%
UBS Group
35
UBS Group
Switzerland
$8.22M +$2.01M +30,305 +35%
Bank of America
36
Bank of America
North Carolina
$7.53M +$7.11M +107,262 New
RHP
37
Royal Harbor Partners
Texas
$7.38M +$5.55M +83,762 +392%
MWA
38
MN Wealth Advisors
Kansas
$5.89M -$831K -12,538 -13%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$5.86M +$5.53M +83,455 New
FHA
40
Flagship Harbor Advisors
Massachusetts
$4.77M +$2.45M +36,908 +119%
Jane Street
41
Jane Street
New York
$4.3M +$1.38M +20,841 +52%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$4.28M +$614K +9,271 +18%
LNC
43
Lincoln National Corp
Pennsylvania
$3.85M +$651K +9,830 +22%
Citadel Advisors
44
Citadel Advisors
Florida
$3.64M +$3.43M +51,786 New
JWBC
45
John W. Brooker & Co
California
$3.56M +$877K +13,239 +35%
SFC
46
Sprinkle Financial Consultants
Colorado
$3.38M +$526K +7,936 +20%
VWA
47
Visionary Wealth Advisors
Illinois
$3.25M +$73K +1,101 +2%
PFS
48
Prospera Financial Services
Texas
$3.19M +$3.01M +45,434 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$3.14M +$284K +4,288 +11%
RWS
50
Resolute Wealth Strategies
Mississippi
$2.98M +$2.82M +42,510 New