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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
OIA
101
OneDigital Investment Advisors
Kansas
$603K +$568K +8,023 New
SPI
102
Sutton Place Investors
New York
$593K +$128K +1,807 +30%
AWM
103
Apollon Wealth Management
South Carolina
$592K -$212K -3,000 -28%
UWM
104
USAdvisors Wealth Management
Minnesota
$582K +$102K +1,446 +23%
AAS
105
Ameritas Advisory Services
Nebraska
$569K +$201K +2,842 +60%
SDWMA
106
Schneider Downs Wealth Management Advisors
Pennsylvania
$538K +$143K +2,024 +39%
IA
107
IFP Advisors
Florida
$451K +$9.27K +131 +2%
GWP
108
Gateway Wealth Partners
Wisconsin
$450K -$4.32K -61 -1%
GM
109
GeoWealth Management
Illinois
$449K -$42.2K -596 -9%
RSWM
110
Robertson Stephens Wealth Management
California
$442K +$416K +5,880 New
AA
111
Argent Advisors
Louisiana
$435K -$7.08K -100 -2%
CAM
112
Cobblestone Asset Management
Virginia
$429K +$177K +2,494 +77%
TCA
113
Transcend Capital Advisors
New Jersey
$429K +$46.2K +652 +13%
GWSG
114
GPS Wealth Strategies Group
Colorado
$409K
EH
115
Equitable Holdings
New York
$407K +$384K +5,422 New
WS
116
Wedbush Securities
California
$387K +$365K +5,151 New
KWM
117
Kingsview Wealth Management
Oregon
$380K +$104K +1,473 +41%
PTC
118
Private Trust Company
Ohio
$365K
KCIC
119
Kuhn & Co Investment Counsel
Illinois
$364K -$24.8K -350 -7%
VCM
120
Virtue Capital Management
Tennessee
$357K -$22.6K -319 -6%
NFG
121
Nations Financial Group
Iowa
$330K +$311K +4,394 New
FFA
122
Farther Finance Advisors
California
$324K -$33.1K -467 -10%
NWWA
123
New Wave Wealth Advisors
Arkansas
$323K +$304K +4,296 New
AFG
124
AFS Financial Group
Maryland
$320K +$302K +4,264 New
SFC
125
Strategic Financial Concepts
Texas
$306K +$51.5M +727,259 +21,409%