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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
SMC
126
Smith, Moore & Co
Missouri
$295K +$26.8K +379 +11%
TSWM
127
Tyler-Stone Wealth Management
Ohio
$292K +$275K +3,890 New
WIA
128
World Investment Advisors
California
$288K +$24.8K +350 +10%
WIM
129
Westside Investment Management
California
$287K +$24.8K +350 +10%
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$285K +$269K +3,798 New
Marshall Wace
131
Marshall Wace
United Kingdom
$275K -$1.58M -22,275 -86%
WFAG
132
Worth Financial Advisory Group
North Carolina
$273K +$48.8K +689 +23%
Citadel Advisors
133
Citadel Advisors
Florida
$270K -$3.41M -48,198 -93%
NCM
134
Northwest Capital Management
Oregon
$268K -$36.2K -511 -13%
PIA
135
Perennial Investment Advisors
California
$259K +$244K +3,440 New
FWP
136
Firethorn Wealth Partners
Georgia
$248K +$7.64K +108 +3%
FFA
137
Founders Financial Alliance
North Carolina
$245K +$231K +3,257 New
IP
138
Ignite Planners
California
$242K +$221K +3,121 New
TVM
139
True Vision MN
Minnesota
$242K -$2.48K -35 -1%
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$228K +$214K +3,029 New
BRWA
141
B. Riley Wealth Advisors
Florida
$225K +$212K +2,995 New
TI
142
Tidal Investments
Wisconsin
$203K -$11.6K -164 -6%
PS
143
Principal Securities
Iowa
$194K -$3.68K -52 -2%
Comerica Bank
144
Comerica Bank
Texas
$190K +$2.97K +42 +2%
BFEC
145
Benjamin F. Edwards & Company
Missouri
$126K +$118K +1,673 New
WTC
146
WhitTier Trust Company
Nevada
$104K
PA
147
Parallel Advisors
California
$97.7K
Morgan Stanley
148
Morgan Stanley
New York
$95.5K -$18.8K -266 -17%
SPIA
149
Steward Partners Investment Advisory
New York
$91.9K +$86.6K +1,223 New
CA
150
Continuum Advisory
Idaho
$81.8K +$77K +1,088 New