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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 35 funds opening new positions, 101 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
185
Holders Change
+20
Holders Change %
+12.12%
% of All Funds
2.68%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
35
Increased
101
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$228M 2,969,793 +344,491 +13%
LPL Financial
2
LPL Financial
California
$196M 2,544,590 +394,221 +18%
Ameriprise
3
Ameriprise
Minnesota
$145M 1,881,141 +1,225,804 +187%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$105M 1,370,494 +294,827 +27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$78.5M 1,020,980 +514,606 +102%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$78.2M 1,017,466 -40,098 -4%
UBS Group
7
UBS Group
Switzerland
$77.9M 1,012,787 +269,238 +36%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$73.9M 961,254 +126,344 +15%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$68M 884,833 +91,985 +12%
CCWM
10
Correct Capital Wealth Management
Missouri
$63.5M 825,521 +37,788 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$58.5M 761,413 +404,383 +113%
GA
12
Goldstein Advisors
Wisconsin
$54.2M 704,612 +441,560 +168%
AT
13
American Trust
Kentucky
$53M 689,345 -6,056 -0.9%
Citadel Advisors
14
Citadel Advisors
Florida
$51.9M 675,000 +671,412 +18,713%
AWM
15
Avior Wealth Management
Nebraska
$50.1M 651,741 -43,471 -6%
BFA
16
Beaumont Financial Advisors
Massachusetts
$46.7M 607,091 +104,550 +21%
Bank of America
17
Bank of America
North Carolina
$38.3M 498,744 +167,503 +51%
SC
18
Steph & Co
Wisconsin
$36.7M 476,967 +6,138 +1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$34M 442,141 +120,228 +37%
SFG
20
Sterling Financial Group
California
$26.9M 350,413 -2,288 -0.6%
SWP
21
Stratos Wealth Partners
Ohio
$26.3M 342,341 +139,348 +69%
RJA
22
Raymond James & Associates
Florida
$26.2M 340,728 +174,356 +105%
PWA
23
Provenance Wealth Advisors
Florida
$26M 337,802 +337,802 New
Osaic Holdings
24
Osaic Holdings
Arizona
$22.3M 290,226 +46,063 +19%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$21.6M 280,377 +35,095 +14%