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JPMorgan Active Growth ETF

76 hedge funds and large institutions have $361M invested in JPMorgan Active Growth ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

26% more capital invested

Capital invested by funds: $287M → $361M (+$74M)

21% more funds holding

Funds holding: 6376 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.62% less ownership

Funds ownership: 81.02%77.41% (-3.6%)

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
36
Reduced
19
Closed
5
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
$40.5M +$6.36M +113,888 +18%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$34.9M +$33.5M +598,830 +1,238%
LPL Financial
3
LPL Financial
California
$27.9M +$12.5M +224,051 +76%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.8M +$298K +5,330 +1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$20.5M +$1.55M +27,711 +8%
BFA
6
Beaumont Financial Advisors
Massachusetts
$20.1M -$636K -11,383 -3%
DWP
7
Daymark Wealth Partners
Ohio
$16.5M +$1.37M +24,543 +9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$16.3M +$1.83M +32,679 +12%
GA
9
Goldstein Advisors
Wisconsin
$14M +$755K +13,510 +5%
Truist Financial
10
Truist Financial
North Carolina
$13.7M -$1.13M -20,246 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$13.5M +$4.79M +85,664 +52%
SFG
12
Sterling Financial Group
California
$13.3M +$279 +5 +0%
HighTower Advisors
13
HighTower Advisors
Illinois
$12.8M +$3.04M +54,316 +30%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$12.3M +$200K +3,585 +2%
FAM
15
Frontier Asset Management
Wyoming
$9.79M +$333K +5,952 +3%
Mariner
16
Mariner
Kansas
$8.44M +$1.06M +18,947 +14%
WWMSC
17
Wagner Wealth Management (South Carolina)
South Carolina
$7.3M +$121K +2,174 +2%
Stifel Financial
18
Stifel Financial
Missouri
$5.99M +$1.74M +31,155 +39%
GW
19
GW & Wade
Massachusetts
$4.61M +$4.13M +73,974 +637%
KAS
20
Kestra Advisory Services
Texas
$4.29M +$812K +14,529 +22%
UBS Group
21
UBS Group
Switzerland
$3.35M +$1.59M +28,463 +84%
TGAM
22
TBH Global Asset Management
Tennessee
$2.7M +$2.8M +50,089 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.66M +$1.65M +29,480 +148%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$2.14M +$2.22M +39,802 New
VWA
25
Visionary Wealth Advisors
Illinois
$2.1M +$97.1K +1,738 +5%