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JPMorgan Active Growth ETF

137 hedge funds and large institutions have $1.08B invested in JPMorgan Active Growth ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 72 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

213% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 23

49% more capital invested

Capital invested by funds: $720M → $1.08B (+$355M)

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

27% more funds holding

Funds holding: 108137 (+29)

3.4% less ownership

Funds ownership: 83.94%80.54% (-3.4%)

Holders
137
Holders Change
+29
Holders Change %
+26.85%
% of All Funds
1.97%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
37
Increased
72
Reduced
23
Closed
6
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
$111M +$12.5M +187,922 +13%
LPL Financial
2
LPL Financial
California
$90.3M +$22.9M +346,056 +37%
JP Morgan Chase
3
JP Morgan Chase
New York
$71.6M +$8.52M +128,640 +14%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$55.2M +$4.73M +71,391 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$50.7M +$1.62M +24,441 +4%
CCWM
6
Correct Capital Wealth Management
Missouri
$50.6M -$625K -9,429 -1%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$41.4M +$5.76M +86,913 +17%
BFA
8
Beaumont Financial Advisors
Massachusetts
$41.1M +$5.65M +85,212 +17%
SC
9
Steph & Co
Wisconsin
$34.5M +$32.6M +491,699 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$33.5M +$3.69M +55,757 +13%
AWM
11
Avior Wealth Management
Nebraska
$29.8M +$13.6M +205,607 +94%
SFG
12
Sterling Financial Group
California
$24.6M -$361K -5,446 -2%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$22M +$21.8M +329,743 New
DWP
14
Daymark Wealth Partners
Ohio
$20.8M -$1.03M -15,556 -5%
ATC
15
Advantage Trust Company
Kansas
$18.5M +$19.7K +298 +0.1%
GA
16
Goldstein Advisors
Wisconsin
$18.1M -$827K -12,482 -5%
Truist Financial
17
Truist Financial
North Carolina
$17M -$315K -4,756 -2%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$16.3M -$901K -13,597 -6%
HighTower Advisors
19
HighTower Advisors
Illinois
$15.9M -$242K -3,651 -2%
OFS
20
Orrstown Financial Services
Pennsylvania
$15.3M +$13.1M +197,779 +975%
FAM
21
Frontier Asset Management
Wyoming
$15.1M +$2.24M +33,738 +19%
Osaic Holdings
22
Osaic Holdings
Arizona
$14.9M -$549K -8,289 -4%
Mariner
23
Mariner
Kansas
$14.9M +$1.8M +27,194 +15%
SWP
24
Stratos Wealth Partners
Ohio
$13.6M +$12.9M +194,220 New
SPG
25
Strategic Planning Group
Utah
$12.5M +$1.23M +18,574 +12%