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JPMorgan Active Growth ETF
JGRO

Overview Fund Activity

283 hedge funds and large institutions have $4.79B invested in JPMorgan Active Growth ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 154 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
283
Holders Change
+28
Holders Change %
+10.98%
% of All Funds
3.8%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
47
Increased
154
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$474M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$150M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$805M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$94.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$39.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$25.8M
2
PWA
2
Provenance Wealth Advisors
Florida
$14.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$81.9M
4
Ameriprise
4
Ameriprise
Minnesota
$357M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$78.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$805M 9,351,704 +766,315 +9%
LPL Financial
2
LPL Financial
California
$474M 5,512,288 +1,099,020 +25%
Ameriprise
3
Ameriprise
Minnesota
$357M 4,144,956 -157,132 -4%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$313M 3,634,474 +262,875 +8%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$150M 1,757,166 +812,419 +86%
Bank of America
6
Bank of America
North Carolina
$139M 1,610,252 +140,188 +10%
Raymond James Financial
7
Raymond James Financial
Florida
$132M 1,534,344 +45,507 +3%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$128M 1,487,290 +205,582 +16%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$123M 1,434,707 +100,060 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$123M 1,434,332 +250,937 +21%
UBS Group
11
UBS Group
Switzerland
$113M 1,308,437 +163,865 +14%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$94.7M 1,100,250 +680,460 +162%
CCWM
13
Correct Capital Wealth Management
Missouri
$82.2M 954,568 +121,065 +15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$81.9M 951,812 -162,710 -15%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$78.6M 912,802 -148,853 -14%
AWM
16
Avior Wealth Management
Nebraska
$73.1M 849,065 +61,880 +8%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$65.3M 754,876 +440,460 +140%
GA
18
Goldstein Advisors
Wisconsin
$56.3M 654,261 -59,513 -8%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$51.8M 601,943 +16,573 +3%
GF
20
GGM Financials
Ohio
$47.9M 556,436 +23,644 +4%
GVAG
21
Great Valley Advisor Group
Delaware
$46.5M 540,013 -116,926 -18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$43.8M 509,168 +4,504 +0.9%
SC
23
Steph & Co
Wisconsin
$41.3M 480,283 +3,216 +0.7%
SWP
24
Stratos Wealth Partners
Ohio
$41.1M 477,584 +34,487 +8%
Two Sigma Investments
25
Two Sigma Investments
New York
$39.8M 462,300 +462,300 New
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