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JPMorgan Active Growth ETF

52 hedge funds and large institutions have $185M invested in JPMorgan Active Growth ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

86% more funds holding

Funds holding: 2852 (+24)

59% more capital invested

Capital invested by funds: $117M → $185M (+$68.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.94% less ownership

Funds ownership: 83.47%78.53% (-4.9%)

Holders
52
Holders Change
+24
Holders Change %
+85.71%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
17
Reduced
7
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
$32.1M -$3.68M -78,322 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.4M +$21M +446,159 +883%
Truist Financial
3
Truist Financial
North Carolina
$12.9M +$288K +6,135 +2%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$12.6M +$1.79M +38,179 +17%
GA
5
Goldstein Advisors
Wisconsin
$12.1M +$683K +14,530 +6%
LPL Financial
6
LPL Financial
California
$9.39M +$8.7M +185,051 +3,096%
FAM
7
Frontier Asset Management
Wyoming
$8.97M +$8.57M +182,449 New
VAS
8
Vestmark Advisory Solutions
Massachusetts
$8.84M +$635K +13,505 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.97M +$6.56M +139,686 +6,546%
WWMSC
10
Wagner Wealth Management (South Carolina)
South Carolina
$6.48M +$1.83M +39,011 +42%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.56M -$1.06M -22,582 -17%
VFM
12
Valley Financial Management
New York
$4.45M +$4.25M +90,492 New
Stifel Financial
13
Stifel Financial
Missouri
$4M +$1.24M +26,402 +48%
DWP
14
Daymark Wealth Partners
Ohio
$3.97M +$2.48M +52,808 +189%
Mariner
15
Mariner
Kansas
$3.88M +$3.71M +78,879 New
AWM
16
Avior Wealth Management
Nebraska
$3.61M -$2.69M -57,305 -44%
KAS
17
Kestra Advisory Services
Texas
$2.81M +$484K +10,300 +22%
BFA
18
Beaumont Financial Advisors
Massachusetts
$2.59M +$559K +11,885 +29%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$2.57M -$658K -13,994 -21%
Citadel Advisors
20
Citadel Advisors
Florida
$1.89M +$1.81M +38,553 New
SPC
21
Sigma Planning Corp
Michigan
$1.58M -$452K -9,612 -23%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.31M +$1.25M +26,680 New
VWA
23
Visionary Wealth Advisors
Illinois
$1.25M +$1.19M +25,365 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.14M +$1.09M +23,248 New
JWBC
25
John W. Brooker & Co
California
$919K +$8.27K +176 +0.9%