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JPMorgan Active Growth ETF

185 hedge funds and large institutions have $2.2B invested in JPMorgan Active Growth ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 102 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

183% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 36

33% more capital invested

Capital invested by funds: $1.65B → $2.2B (+$547M)

11% more funds holding

Funds holding: 166185 (+19)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

4.81% less ownership

Funds ownership: 83.7%78.89% (-4.8%)

Holders
185
Holders Change
+19
Holders Change %
+11.45%
% of All Funds
2.66%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
34
Increased
102
Reduced
36
Closed
12
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
$228M +$25.6M +344,491 +13%
LPL Financial
2
LPL Financial
California
$196M +$29.2M +394,221 +18%
Ameriprise
3
Ameriprise
Minnesota
$145M +$90.9M +1,225,804 +187%
JP Morgan Chase
4
JP Morgan Chase
New York
$105M +$21.9M +294,827 +27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$78.5M +$38.2M +514,606 +102%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$78.2M -$2.97M -40,098 -4%
UBS Group
7
UBS Group
Switzerland
$77.9M +$20M +269,238 +36%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$73.9M +$9.37M +126,344 +15%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$68M +$6.82M +91,985 +12%
CCWM
10
Correct Capital Wealth Management
Missouri
$63.5M +$2.8M +37,788 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$58.5M +$30M +404,383 +113%
GA
12
Goldstein Advisors
Wisconsin
$54.2M +$32.8M +441,560 +168%
AT
13
American Trust
Kentucky
$53M -$449K -6,056 -0.9%
Citadel Advisors
14
Citadel Advisors
Florida
$51.9M +$49.8M +671,412 +18,713%
AWM
15
Avior Wealth Management
Nebraska
$50.1M -$3.23M -43,471 -6%
BFA
16
Beaumont Financial Advisors
Massachusetts
$46.7M +$7.76M +104,550 +21%
Bank of America
17
Bank of America
North Carolina
$38.3M +$12.4M +167,503 +51%
SC
18
Steph & Co
Wisconsin
$36.7M +$455K +6,138 +1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$34M +$8.92M +120,228 +37%
SFG
20
Sterling Financial Group
California
$26.9M -$170K -2,288 -0.6%
SWP
21
Stratos Wealth Partners
Ohio
$26.3M +$10.3M +139,348 +69%
RJA
22
Raymond James & Associates
Florida
$26.2M +$12.9M +174,356 +105%
PWA
23
Provenance Wealth Advisors
Florida
$26M +$25.1M +337,802 New
Osaic Holdings
24
Osaic Holdings
Arizona
$22.3M +$3.42M +46,063 +19%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$21.6M +$2.6M +35,095 +14%