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JPMorgan Active Growth ETF

108 hedge funds and large institutions have $720M invested in JPMorgan Active Growth ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

135% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 20

100% more capital invested

Capital invested by funds: $361M → $720M (+$360M)

42% more funds holding

Funds holding: 76108 (+32)

6.54% more ownership

Funds ownership: 77.41%83.94% (+6.5%)

Holders
108
Holders Change
+32
Holders Change %
+42.11%
% of All Funds
1.57%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
37
Increased
47
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$85.3M +$78.7M +1,383,713 +10,500%
LPL Financial
2
LPL Financial
California
$57.4M +$24.1M +423,046 +82%
JP Morgan Chase
3
JP Morgan Chase
New York
$54.4M +$7.87M +138,334 +18%
CCWM
4
Correct Capital Wealth Management
Missouri
$44.6M +$41.6M +730,526 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$43.6M +$3.81M +66,946 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$42.6M +$22.5M +395,070 +131%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$30.7M +$6.93M +121,769 +32%
BFA
8
Beaumont Financial Advisors
Massachusetts
$30.6M +$7.2M +126,546 +34%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$25.8M -$65.5K -1,151 -0.3%
SFG
10
Sterling Financial Group
California
$21.8M +$6.24M +109,584 +44%
DWP
11
Daymark Wealth Partners
Ohio
$19M +$338K +5,935 +2%
GA
12
Goldstein Advisors
Wisconsin
$16.5M +$537K +9,433 +4%
ATC
13
Advantage Trust Company
Kansas
$16.1M +$15M +263,061 New
Truist Financial
14
Truist Financial
North Carolina
$15.1M -$407K -7,159 -3%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$15M +$1.03M +18,148 +8%
HighTower Advisors
16
HighTower Advisors
Illinois
$14.1M -$437K -7,682 -3%
GW
17
GW & Wade
Massachusetts
$14M +$8.13M +142,904 +167%
Osaic Holdings
18
Osaic Holdings
Arizona
$13.5M -$1.64M -28,795 -12%
AWM
19
Avior Wealth Management
Nebraska
$13.3M +$12.4M +218,522 New
Mariner
20
Mariner
Kansas
$11.3M +$1.61M +28,261 +18%
FAM
21
Frontier Asset Management
Wyoming
$11M -$56.2K -987 -0.5%
SPG
22
Strategic Planning Group
Utah
$9.71M +$9.04M +158,888 New
Stifel Financial
23
Stifel Financial
Missouri
$9.31M +$2.34M +41,102 +37%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$9.18M +$8.55M +150,323 New
WWMSC
25
Wagner Wealth Management (South Carolina)
South Carolina
$8.27M -$6.88K -121 -0.1%