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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.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

55% more capital invested

Capital invested by funds: $185M → $287M (+$102M)

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more funds holding

Funds holding: 5263 (+11)

2.49% more ownership

Funds ownership: 78.53%81.02% (+2.5%)

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 Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$35.6M -$715K -14,001 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.3M -$4.03M -78,833 -16%
BFA
3
Beaumont Financial Advisors
Massachusetts
$21.5M +$17M +332,429 +631%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$19.7M +$4.95M +96,785 +38%
LPL Financial
5
LPL Financial
California
$16.3M +$5.22M +102,201 +54%
DWP
6
Daymark Wealth Partners
Ohio
$15.7M +$10.2M +200,572 +249%
Truist Financial
7
Truist Financial
North Carolina
$15.3M +$642K +12,555 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15M +$1.77M +34,605 +15%
GA
9
Goldstein Advisors
Wisconsin
$13.8M +$12.9K +253 +0.1%
SFG
10
Sterling Financial Group
California
$13.7M +$12.6M +246,456 New
VAS
11
Vestmark Advisory Solutions
Massachusetts
$12.5M +$2.28M +44,686 +25%
HighTower Advisors
12
HighTower Advisors
Illinois
$10.2M +$9.04M +176,881 +2,608%
FAM
13
Frontier Asset Management
Wyoming
$9.8M -$342K -6,702 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.14M +$1.14M +22,236 +16%
Mariner
15
Mariner
Kansas
$7.67M +$3M +58,721 +74%
WWMSC
16
Wagner Wealth Management (South Carolina)
South Carolina
$7.43M +$70.3K +1,375 +1%
Stifel Financial
17
Stifel Financial
Missouri
$4.46M -$70K -1,370 -2%
KAS
18
Kestra Advisory Services
Texas
$3.63M +$402K +7,873 +14%
CW
19
CreativeOne Wealth
Kansas
$2.92M +$2.67M +52,302 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2.7M +$2.47M +48,382 New
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$2.57M -$312K -6,114 -12%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.54M -$3.45M -67,572 -60%
VWA
23
Visionary Wealth Advisors
Illinois
$2.07M +$604K +11,816 +47%
UBS Group
24
UBS Group
Switzerland
$1.88M +$1.49M +29,101 +631%
SPC
25
Sigma Planning Corp
Michigan
$1.53M -$237K -4,633 -14%