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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
FAIM
51
Financial Advocates Investment Management
Washington
$1.09M +$431K +7,577 +55%
3IP
52
3Chopt Investment Partners
Virginia
$971K +$904K +15,889 New
CAN
53
Cetera Advisor Networks
California
$880K -$67.2K -1,181 -8%
LSPW
54
Lake Street Private Wealth
Illinois
$854K -$14.6K -257 -2%
ATC
55
Argent Trust Co
Tennessee
$795K +$398K +7,000 +117%
YWS
56
Yarger Wealth Strategies
Ohio
$763K +$315K +5,537 +80%
SPC
57
Sigma Planning Corp
Michigan
$748K -$705K -12,388 -50%
LA
58
LexAurum Advisors
Kansas
$742K +$119K +2,087 +21%
GM
59
GeoWealth Management
Illinois
$742K -$138K -2,431 -17%
AG
60
Ascent Group
Virginia
$734K +$143K +2,522 +30%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$717K -$77K -1,353 -10%
WF
62
Wayfinding Financial
Washington
$685K +$42.2K +741 +7%
NA
63
NewEdge Advisors
Louisiana
$680K +$634K +11,137 New
SI
64
Stephens Inc
Arkansas
$606K +$261K +4,586 +86%
OCM
65
Objective Capital Management
Ohio
$572K +$533K +9,367 New
ATPW
66
Ashton Thomas Private Wealth
Arizona
$556K +$518K +9,106 New
SWP
67
Semus Wealth Partners
Florida
$549K +$88.4K +1,553 +21%
Prudential Financial
68
Prudential Financial
New Jersey
$541K +$8.54K +150 +2%
PAG
69
Private Advisor Group
New Jersey
$518K +$483K +8,487 New
GWSG
70
GPS Wealth Strategies Group
Colorado
$477K +$176K +3,094 +66%
TGAM
71
TBH Global Asset Management
Tennessee
$439K -$2.44M -42,899 -86%
SFS
72
Security Financial Services
Indiana
$413K -$29.2K -513 -7%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$393K -$105K -1,851 -22%
AA
74
Argent Advisors
Louisiana
$348K +$108K +1,900 +50%
FFA
75
Farther Finance Advisors
California
$339K +$50.9K +895 +19%