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JPMorgan Active Growth ETF

166 hedge funds and large institutions have $1.65B invested in JPMorgan Active Growth ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

152% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 33

54% more capital invested

Capital invested by funds: $1.08B → $1.65B (+$577M)

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

21% more funds holding

Funds holding: 137166 (+29)

3.15% more ownership

Funds ownership: 80.54%83.7% (+3.2%)

Holders
166
Holders Change
+29
Holders Change %
+21.17%
% of All Funds
2.4%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.25%
New
41
Increased
83
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
51
Sprinkle Financial Consultants
Colorado
$4.7M +$1.02M +14,434 +30%
FFG
52
Foundry Financial Group
New Hampshire
$4.55M +$4.29M +60,587 New
VWA
53
Visionary Wealth Advisors
Illinois
$4.53M +$995K +14,050 +30%
SB
54
Strategic Blueprint
Georgia
$4.45M +$1.49M +20,978 +55%
GVAG
55
Great Valley Advisor Group
Delaware
$3.96M +$3.73M +52,641 New
RWS
56
Resolute Wealth Strategies
Mississippi
$3.77M +$538K +7,598 +18%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$3.48M -$2.63M -37,200 -45%
PFS
58
Prospera Financial Services
Texas
$3.37M -$42.2K -596 -1%
CW
59
CreativeOne Wealth
Kansas
$3.28M +$707K +9,993 +30%
IWM
60
IHT Wealth Management
Illinois
$3.26M +$3.07M +43,374 New
PWP
61
Private Wealth Partners
California
$2.93M
EWM
62
Echo Wealth Management
Minnesota
$2.58M +$201K +2,844 +9%
SI
63
Stephens Inc
Arkansas
$2.41M +$1.04M +14,718 +85%
WWA
64
WCG Wealth Advisors
Nevada
$2.3M +$2.17M +30,637 New
PWM
65
Perigon Wealth Management
California
$2.24M +$229K +3,231 +12%
TGAM
66
TBH Global Asset Management
Tennessee
$2.05M +$1.37M +19,285 +241%
SEIA
67
Signature Estate & Investment Advisors
California
$1.92M +$1.81M +25,614 New
LA
68
LexAurum Advisors
Kansas
$1.79M +$592K +8,357 +54%
IWC
69
Integrated Wealth Concepts
Massachusetts
$1.76M +$802K +11,332 +94%
YWS
70
Yarger Wealth Strategies
Ohio
$1.67M +$453K +6,403 +40%
SPC
71
Sigma Planning Corp
Michigan
$1.62M -$62.6K -885 -4%
MPWT
72
MassMutual Private Wealth & Trust
Connecticut
$1.54M -$176K -2,491 -11%
GLA
73
Good Life Advisors
Pennsylvania
$1.48M +$935K +13,202 +202%
FPCP
74
Fort Point Capital Partners
California
$1.48M +$463K +6,541 +50%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$1.41M +$1.32M +18,603 +18,603%