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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
SA
101
Sanctuary Advisors
Indiana
$841K +$772K +10,399 New
AG
102
Ascent Group
Virginia
$837K +$1.19K +16 +0.1%
LSPW
103
Lake Street Private Wealth
Illinois
$832K -$63.4K -854 -7%
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$819K +$260K +3,503 +49%
Prudential Financial
105
Prudential Financial
New Jersey
$819K -$71.4K -962 -8%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$801K +$773K +10,421 New
DAS
107
Dynamic Advisor Solutions
Arizona
$797K -$25.4K -343 -3%
AAS
108
Avantax Advisory Services
Texas
$796K +$85.3K +1,150 +12%
OIA
109
OneDigital Investment Advisors
Kansas
$796K +$172K +2,325 +29%
SPI
110
Sutton Place Investors
New York
$741K +$129K +1,738 +22%
CSPIA
111
Cary Street Partners Investment Advisory
Virginia
$737K +$711K +9,586 New
GRP
112
Global Retirement Partners
California
$727K -$67.1K -904 -9%
JWCA
113
J.W. Cole Advisors
Florida
$707K +$5.93K +80 +0.9%
AAS
114
Ameritas Advisory Services
Nebraska
$629K +$44.9K +605 +8%
TVM
115
True Vision MN
Minnesota
$622K +$362K +4,875 +152%
AWM
116
Apollon Wealth Management
South Carolina
$605K
UWM
117
USAdvisors Wealth Management
Minnesota
$595K +$2.37K +32 +0.4%
CWS
118
Confluence Wealth Services
Pennsylvania
$581K -$111K -1,493 -16%
HGERS
119
Householder Group Estate & Retirement Specialist
Arizona
$531K -$334K -4,504 -39%
SCA
120
Snowden Capital Advisors
New York
$498K +$481K +6,481 New
FFA
121
Farther Finance Advisors
California
$494K +$159K +2,141 +50%
CAM
122
Cobblestone Asset Management
Virginia
$477K +$36.7K +494 +9%
TCA
123
Transcend Capital Advisors
New Jersey
$465K +$24.9K +335 +6%
KWS
124
Keystone Wealth Services
California
$455K +$439K +5,913 New
RSWM
125
Robertson Stephens Wealth Management
California
$452K