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JPMorgan Active Growth ETF
JGRO

Overview Fund Activity

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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$145M
2
Citadel Advisors
2
Citadel Advisors
Florida
$51.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.5M
4
GA
4
Goldstein Advisors
Wisconsin
$54.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$58.5M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.14M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$0
3
Truist Financial
3
Truist Financial
North Carolina
$4.31M
4
RHP
4
Royal Harbor Partners
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWP
26
Daymark Wealth Partners
Ohio
$20.9M 271,657 +1,532 +0.6%
Mariner
27
Mariner
Kansas
$20.9M 271,655 +5,269 +2%
HIP
28
HUB Investment Partners
Texas
$20.5M 266,734 -5,298 -2%
ATC
29
Advantage Trust Company
Kansas
$20.3M 263,909 -5,732 -2%
HighTower Advisors
30
HighTower Advisors
Illinois
$18.6M 241,941 +11,675 +5%
Stifel Financial
31
Stifel Financial
Missouri
$17.9M 232,237 +35,710 +18%
FAM
32
Frontier Asset Management
Wyoming
$17.5M 227,454 +12,239 +6%
OFS
33
Orrstown Financial Services
Pennsylvania
$15.5M 201,303 -16,788 -8%
SPG
34
Strategic Planning Group
Utah
$14.4M 187,213 -540 -0.3%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$14.1M 183,878 +120,134 +188%
FAIM
36
Financial Advocates Investment Management
Washington
$13M 168,931 +4,649 +3%
AFA
37
Arlington Financial Advisors
California
$12.8M 166,771 +2,452 +1%
WWM
38
Wagner Wealth Management
South Carolina
$11.8M 154,062 +5,358 +4%
DADC
39
D.A. Davidson & Co
Montana
$11.3M 146,548 +13,251 +10%
GVAG
40
Great Valley Advisor Group
Delaware
$11.1M 144,764 +92,123 +175%
FS
41
Ferguson Shapiro
Georgia
$10.9M 141,156 +141,156 New
KAS
42
Kestra Advisory Services
Texas
$10.6M 137,795 +5,359 +4%
TC
43
Trust Company
Kansas
$10.2M 132,888 +132,888 New
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$9.94M 129,350 +34,809 +37%
CA
45
Crumly & Associates
Illinois
$9.79M 127,296 +127,296 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$9.7M 126,219 +48,075 +62%
WWA
47
WCG Wealth Advisors
Nevada
$9.28M 120,687 +90,050 +294%
MML Investors Services
48
MML Investors Services
Massachusetts
$9.23M 120,049 +38,510 +47%
FHA
49
Flagship Harbor Advisors
Massachusetts
$9.1M 118,370 +118,370 New
GF
50
GGM Financials
Ohio
$8.86M 115,230 -337 -0.3%
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