We are live on ! Find out more
JGRO icon

JPMorgan Active Growth ETF

166 hedge funds and large institutions have $1.65B invested in JPMorgan Active Growth ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

152% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 33

54% more capital invested

Capital invested by funds: $1.08B → $1.65B (+$577M)

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

21% more funds holding

Funds holding: 137166 (+29)

3.15% more ownership

Funds ownership: 80.54%83.7% (+3.2%)

Holders
166
Holders Change
+29
Holders Change %
+21.17%
% 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
83
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$18.3M +$2.23M +31,527 +15%
HighTower Advisors
27
HighTower Advisors
Illinois
$17.3M +$256K +3,621 +2%
Truist Financial
28
Truist Financial
North Carolina
$16.8M -$1.36M -19,151 -8%
OFS
29
Orrstown Financial Services
Pennsylvania
$16.4M +$1.56K +22 +0%
FAM
30
Frontier Asset Management
Wyoming
$16.2M +$54.2K +765 +0.4%
SWP
31
Stratos Wealth Partners
Ohio
$15.3M +$621K +8,773 +5%
Stifel Financial
32
Stifel Financial
Missouri
$14.8M +$1.89M +26,694 +16%
SPG
33
Strategic Planning Group
Utah
$14.1M +$728K +10,291 +6%
RJA
34
Raymond James & Associates
Florida
$12.5M +$2.59M +36,636 +28%
AFA
35
Arlington Financial Advisors
California
$12.3M +$29.2K +413 +0.3%
FAIM
36
Financial Advocates Investment Management
Washington
$12.3M +$1.37M +19,333 +13%
WWMSC
37
Wagner Wealth Management (South Carolina)
South Carolina
$11.2M +$182K +2,564 +2%
DADC
38
D.A. Davidson & Co
Montana
$10M +$7.64M +107,872 +424%
KAS
39
Kestra Advisory Services
Texas
$9.95M +$645K +9,117 +7%
GF
40
GGM Financials
Ohio
$8.68M +$8.18M +115,567 New
FHA
41
Flagship Harbor Advisors
Massachusetts
$8.16M +$2.88M +40,642 +60%
RHP
42
Royal Harbor Partners
Texas
$7.96M +$56.1K +793 +0.8%
TWM
43
Tradition Wealth Management
Minnesota
$7.49M +$7.05M +99,638 New
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$7.1M +$2.37M +33,538 +55%
JWBC
45
John W. Brooker & Co
California
$6.24M +$2.29M +32,331 +64%
MML Investors Services
46
MML Investors Services
Massachusetts
$6.13M -$4.38M -61,875 -43%
MWA
47
MN Wealth Advisors
Kansas
$6.08M -$210K -2,961 -4%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$5.87M +$2.97M +41,909 +116%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$4.94M +$1.49M +21,069 +47%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$4.79M +$4.22M +59,590 +1,435%