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JPMorgan Active Growth ETF

28 hedge funds and large institutions have $117M invested in JPMorgan Active Growth ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 8 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

191% more capital invested

Capital invested by funds: $40.2M → $117M (+$76.6M)

180% more funds holding

Funds holding: 1028 (+18)

2.42% more ownership

Funds ownership: 81.04%83.47% (+2.4%)

Holders
28
Holders Change
+18
Holders Change %
+180%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
8
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$32.5M +$10.4M +230,616 +46%
Truist Financial
2
Truist Financial
North Carolina
$11.4M +$2.68M +59,104 +30%
GA
3
Goldstein Advisors
Wisconsin
$10.3M +$10.5M +232,310 New
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$9.71M +$9.9M +218,479 New
VAS
5
Vestmark Advisory Solutions
Massachusetts
$7.39M +$7.53M +166,311 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.03M +$2.01M +44,294 +48%
IA
7
Integrity Advisory
Kansas
$5.9M +$6.01M +132,731 New
AWM
8
Avior Wealth Management
Nebraska
$5.81M +$5.92M +130,730 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.27M +$3.75M +82,684 +230%
WWMSC
10
Wagner Wealth Management (South Carolina)
South Carolina
$4.13M +$3.61M +79,737 +605%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$2.94M +$3M +66,277 New
Stifel Financial
12
Stifel Financial
Missouri
$2.45M +$2.49M +55,051 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.25M +$2.07M +45,604 +924%
KAS
14
Kestra Advisory Services
Texas
$2.08M +$1.47M +32,371 +222%
SPC
15
Sigma Planning Corp
Michigan
$1.85M +$1.89M +41,745 New
BFA
16
Beaumont Financial Advisors
Massachusetts
$1.81M +$1.85M +40,839 New
DWP
17
Daymark Wealth Partners
Ohio
$1.24M +$1.26M +27,877 New
JWBC
18
John W. Brooker & Co
California
$827K +$222K +4,907 +36%
LSPW
19
Lake Street Private Wealth
Illinois
$737K +$751K +16,581 New
SFS
20
Security Financial Services
Indiana
$542K +$552K +12,191 New
CAN
21
Cetera Advisor Networks
California
$363K +$370K +8,171 New
HighTower Advisors
22
HighTower Advisors
Illinois
$336K +$342K +7,551 New
FCM
23
Family Capital Management
Michigan
$327K +$334K +7,366 New
NL
24
NWAM LLC
Washington
$294K +$299K +6,609 New
LPL Financial
25
LPL Financial
California
$266K +$271K +5,977 New