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JPMorgan Active Growth ETF

165 hedge funds and large institutions have $1.64B invested in JPMorgan Active Growth ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
165
Holders Change
+28
Holders Change %
+20.44%
% of All Funds
2.4%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.25%
New
41
Increased
82
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$197M 2,625,302 +1,040,489 +66%
LPL Financial
2
LPL Financial
California
$162M 2,150,369 +863,987 +67%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$80.8M 1,075,667 +56,512 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$79.5M 1,057,564 +335,833 +47%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$62.7M 834,910 +49,361 +6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$59.6M 792,848 +203,012 +34%
CCWM
7
Correct Capital Wealth Management
Missouri
$59.2M 787,733 +66,636 +9%
UBS Group
8
UBS Group
Switzerland
$55.9M 743,549 +626,533 +535%
AT
9
American Trust
Kentucky
$52.3M 695,401 +695,401 New
AWM
10
Avior Wealth Management
Nebraska
$52.2M 695,212 +271,083 +64%
Ameriprise
11
Ameriprise
Minnesota
$49.2M 655,337 +655,337 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$38.1M 506,374 +28,575 +6%
BFA
13
Beaumont Financial Advisors
Massachusetts
$37.8M 502,541 -82,987 -14%
SC
14
Steph & Co
Wisconsin
$35.4M 470,829 -20,870 -4%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$27.7M 368,537 +38,794 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$26.8M 357,030 +197,436 +124%
SFG
17
Sterling Financial Group
California
$26.5M 352,701 +2,102 +0.6%
Bank of America
18
Bank of America
North Carolina
$24.9M 331,241 +223,979 +209%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$24.2M 321,913 +157,744 +96%
HIP
20
HUB Investment Partners
Texas
$20.4M 272,032 +261,519 +2,488%
DWP
21
Daymark Wealth Partners
Ohio
$20.3M 270,125 -26,054 -9%
ATC
22
Advantage Trust Company
Kansas
$20.3M 269,641 +6,282 +2%
Mariner
23
Mariner
Kansas
$20M 266,386 +54,384 +26%
GA
24
Goldstein Advisors
Wisconsin
$19.8M 263,052 +5,498 +2%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$18.4M 245,282 +12,644 +5%