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JPMorgan Active Growth ETF

185 hedge funds and large institutions have $2.2B invested in JPMorgan Active Growth ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 102 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

183% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 36

33% more capital invested

Capital invested by funds: $1.65B → $2.2B (+$547M)

11% more funds holding

Funds holding: 166185 (+19)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

4.81% less ownership

Funds ownership: 83.7%78.89% (-4.8%)

Holders
185
Holders Change
+19
Holders Change %
+11.45%
% of All Funds
2.66%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
34
Increased
102
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
26
Daymark Wealth Partners
Ohio
$20.9M +$114K +1,532 +0.6%
Mariner
27
Mariner
Kansas
$20.9M +$391K +5,269 +2%
HIP
28
HUB Investment Partners
Texas
$20.5M -$393K -5,298 -2%
ATC
29
Advantage Trust Company
Kansas
$20.3M -$425K -5,732 -2%
HighTower Advisors
30
HighTower Advisors
Illinois
$18.6M +$866K +11,675 +5%
Stifel Financial
31
Stifel Financial
Missouri
$17.9M +$2.65M +35,710 +18%
FAM
32
Frontier Asset Management
Wyoming
$17.5M +$908K +12,239 +6%
OFS
33
Orrstown Financial Services
Pennsylvania
$15.5M -$1.25M -16,788 -8%
SPG
34
Strategic Planning Group
Utah
$14.4M -$40.1K -540 -0.3%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$14.1M +$8.91M +120,134 +188%
FAIM
36
Financial Advocates Investment Management
Washington
$13M +$345K +4,649 +3%
AFA
37
Arlington Financial Advisors
California
$12.8M +$182K +2,452 +1%
WWMSC
38
Wagner Wealth Management (South Carolina)
South Carolina
$11.8M +$398K +5,358 +4%
DADC
39
D.A. Davidson & Co
Montana
$11.3M +$983K +13,251 +10%
GVAG
40
Great Valley Advisor Group
Delaware
$11.1M +$6.83M +92,123 +175%
FS
41
Ferguson Shapiro
Georgia
$10.9M +$10.5M +141,156 New
KAS
42
Kestra Advisory Services
Texas
$10.6M +$398K +5,359 +4%
TC
43
Trust Company
Kansas
$10.2M +$9.86M +132,888 New
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$9.94M +$2.58M +34,809 +37%
CA
45
Crumly & Associates
Illinois
$9.79M +$9.44M +127,296 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$9.7M +$3.57M +48,075 +62%
WWA
47
WCG Wealth Advisors
Nevada
$9.28M +$6.68M +90,050 +294%
MML Investors Services
48
MML Investors Services
Massachusetts
$9.23M +$2.86M +38,510 +47%
FHA
49
Flagship Harbor Advisors
Massachusetts
$9.1M +$726K +9,781 +9%
GF
50
GGM Financials
Ohio
$8.86M -$25K -337 -0.3%