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JPMorgan Active Growth ETF

350 hedge funds and large institutions have $6.07B invested in JPMorgan Active Growth ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 176 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 102

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

0% more funds holding

Funds holding: 350350 (0)

0.19% less ownership

Funds ownership: 74.88%74.68% (-0.19%)

5% less capital invested

Capital invested by funds: $6.36B → $6.07B (-$292M)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
350
Holders Change
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.34%
New
34
Increased
176
Reduced
102
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.07B +$16.6M +186,257 +1%
LPL Financial
2
LPL Financial
California
$617M +$33.8M +379,364 +5%
Ameriprise
3
Ameriprise
Minnesota
$395M +$2.53M +28,394 +0.6%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$363M +$33.5M +375,598 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$281M +$90.9M +1,019,245 +44%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$240M +$39.8M +446,686 +18%
Bank of America
7
Bank of America
North Carolina
$189M +$24.4M +274,085 +14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$133M +$11.3M +126,854 +9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$132M -$2.87M -32,241 -2%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$119M -$4.21M -47,174 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$114M +$7.34M +82,289 +6%
UBS Group
12
UBS Group
Switzerland
$107M -$1.96M -22,034 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$104M +$11.2M +125,754 +11%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$101M +$58.9M +660,186 +123%
Wells Fargo
15
Wells Fargo
California
$76.9M +$33.6M +377,289 +71%
AWM
16
Avior Wealth Management
Nebraska
$67M -$1.31M -14,730 -2%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$65.7M -$4.3M -48,244 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$61M -$4.09M -45,852 -6%
GA
19
Goldstein Advisors
Wisconsin
$57.3M +$2.99M +33,591 +5%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$56.6M +$184K +2,068 +0.3%
AT
21
American Trust
Kentucky
$51.1M +$2.59M +29,081 +5%
GF
22
GGM Financials
Ohio
$50.8M +$5.52M +61,971 +11%
PWA
23
Provenance Wealth Advisors
Florida
$47.2M -$2.21M -24,769 -4%
GVAG
24
Great Valley Advisor Group
Delaware
$46.5M -$1.4M -15,734 -3%
CSP
25
Cary Street Partners
Virginia
$44.3M +$3.78M +42,444 +9%