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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
PWP
51
Private Wealth Partners
California
$2.74M -$33.1K -500 -1%
SB
52
Strategic Blueprint
Georgia
$2.69M +$1.31M +19,713 +106%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$2.54M +$1.97M +29,795 +463%
CW
54
CreativeOne Wealth
Kansas
$2.37M +$525K +7,928 +31%
EWM
55
Echo Wealth Management
Minnesota
$2.21M +$176K +2,655 +9%
PWM
56
Perigon Wealth Management
California
$1.87M +$458K +6,911 +35%
Marshall Wace
57
Marshall Wace
United Kingdom
$1.82M -$41.6K -628 -2%
DADC
58
D.A. Davidson & Co
Montana
$1.79M +$1.68M +25,425 New
CBFP
59
Cedar Brook Financial Partners
Ohio
$1.76M +$19.9K +300 +1%
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$1.61M -$481K -7,258 -24%
SPC
61
Sigma Planning Corp
Michigan
$1.58M +$677K +10,224 +83%
CAN
62
Cetera Advisor Networks
California
$1.45M +$412K +6,214 +43%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$1.22M +$378K +5,707 +49%
SI
64
Stephens Inc
Arkansas
$1.22M +$492K +7,432 +75%
ATC
65
Argent Trust Co
Tennessee
$1.16M +$235K +3,550 +27%
YWS
66
Yarger Wealth Strategies
Ohio
$1.11M +$222K +3,354 +27%
LA
67
LexAurum Advisors
Kansas
$1.08M +$218K +3,285 +27%
3IP
68
3Chopt Investment Partners
Virginia
$990K -$118K -1,788 -11%
LSPW
69
Lake Street Private Wealth
Illinois
$938K -$40.4K -610 -4%
FPCP
70
Fort Point Capital Partners
California
$924K +$872K +13,165 New
SWP
71
Semus Wealth Partners
Florida
$882K +$237K +3,581 +40%
NA
72
NewEdge Advisors
Louisiana
$874K +$87.3K +1,318 +12%
IWC
73
Integrated Wealth Concepts
Massachusetts
$849K +$801K +12,093 New
IA
74
IFG Advisory
Georgia
$845K +$1.59M +24,048 New
Prudential Financial
75
Prudential Financial
New Jersey
$829K +$196K +2,963 +33%