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JPMorgan Active Growth ETF

63 hedge funds and large institutions have $287M invested in JPMorgan Active Growth ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
26
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$35.6M 638,293 -14,001 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.3M 417,863 -78,833 -16%
BFA
3
Beaumont Financial Advisors
Massachusetts
$21.5M 385,153 +332,429 +631%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$19.7M 353,443 +96,785 +38%
LPL Financial
5
LPL Financial
California
$16.3M 293,229 +102,201 +54%
DWP
6
Daymark Wealth Partners
Ohio
$15.7M 281,257 +200,572 +249%
Truist Financial
7
Truist Financial
North Carolina
$15.3M 274,879 +12,555 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15M 269,541 +34,605 +15%
GA
9
Goldstein Advisors
Wisconsin
$13.8M 247,093 +253 +0.1%
SFG
10
Sterling Financial Group
California
$13.7M 246,456 +246,456 New
VAS
11
Vestmark Advisory Solutions
Massachusetts
$12.5M 224,502 +44,686 +25%
HighTower Advisors
12
HighTower Advisors
Illinois
$10.2M 183,662 +176,881 +2,608%
FAM
13
Frontier Asset Management
Wyoming
$9.8M 175,747 -6,702 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.14M 164,056 +22,236 +16%
Mariner
15
Mariner
Kansas
$7.67M 137,600 +58,721 +74%
WWM
16
Wagner Wealth Management
South Carolina
$7.43M 133,301 +1,375 +1%
Stifel Financial
17
Stifel Financial
Missouri
$4.46M 80,083 -1,370 -2%
KAS
18
Kestra Advisory Services
Texas
$3.63M 65,101 +7,873 +14%
CW
19
CreativeOne Wealth
Kansas
$2.92M 52,302 +52,302 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2.7M 48,382 +48,382 New
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$2.57M 46,169 -6,114 -12%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.54M 45,549 -67,572 -60%
VWA
23
Visionary Wealth Advisors
Illinois
$2.07M 37,181 +11,816 +47%
UBS Group
24
UBS Group
Switzerland
$1.88M 33,713 +29,101 +631%
SPC
25
Sigma Planning Corp
Michigan
$1.53M 27,500 -4,633 -14%