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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
CCFM
151
Clear Creek Financial Management
Washington
$261K +$252K +3,400 New
IP
152
Ignite Planners
California
$261K +$20.6K +278 +9%
YIA
153
YHB Investment Advisors
Connecticut
$246K +$237K +3,201 New
NL
154
NVWM LLC
Pennsylvania
$231K +$223K +3,000 New
NCM
155
Northwest Capital Management
Oregon
$230K -$42.7K -576 -16%
KPWS
156
Kestra Private Wealth Services
Texas
$230K +$222K +2,988 New
GIA
157
Gladstone Institutional Advisory
Florida
$223K +$215K +2,903 New
WWM
158
Western Wealth Management
Colorado
$223K +$215K +2,894 New
FIC
159
FCG Investment Company
Tennessee
$201K +$194K +2,614 New
SWRP
160
Summit Wealth & Retirement Planning
California
$201K +$194K +2,612 New
Comerica Bank
161
Comerica Bank
Texas
$198K +$3.41K +46 +2%
PS
162
Principal Securities
Iowa
$133K -$62.9K -848 -33%
Morgan Stanley
163
Morgan Stanley
New York
$121K +$22.3K +300 +24%
WTC
164
WhitTier Trust Company
Nevada
$106K
CCM
165
Chilton Capital Management
Texas
$106K +$102K +1,378 New
PA
166
Parallel Advisors
California
$99.9K
CA
167
Continuum Advisory
Idaho
$92.5K +$3.93K +53 +5%
AF
168
Allworth Financial
California
$76.7K
CA
169
Crewe Advisors
Utah
$66.9K
ACA
170
Aptus Capital Advisors
Alabama
$51.4K +$12.8K +172 +35%
AF
171
Advisornet Financial
Minnesota
$45.8K +$27K +364 +157%
MA
172
MCF Advisors
Kentucky
$21.3K +$20.6K +277 New
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$21.2K +$20.5K +276 New
LFA
174
LGT Financial Advisors
Texas
$15.9K -$742 -10 -5%
LFG
175
Larson Financial Group
Missouri
$11.5K +$11.1K +150 New