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JPMorgan Active Growth ETF

259 hedge funds and large institutions have $3.75B invested in JPMorgan Active Growth ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

260% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 43

14% more funds holding

Funds holding: 227259 (+32)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

9% more capital invested

Capital invested by funds: $3.44B → $3.75B (+$308M)

2.49% less ownership

Funds ownership: 80.55%78.06% (-2.5%)

Holders
259
Holders Change
+32
Holders Change %
+14.1%
% of All Funds
3.47%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
44
Increased
155
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
26
Cary Street Partners
Virginia
$30.6M +$31M +386,141 +1,339%
TC
27
Trust Company
Kansas
$29.7M +$21.2M +263,987 +190%
PWA
28
Provenance Wealth Advisors
Florida
$27.4M +$977K +12,150 +3%
WWA
29
WCG Wealth Advisors
Nevada
$26.7M +$5.38M +66,940 +23%
SFG
30
Sterling Financial Group
California
$26M +$747K +9,292 +3%
Mariner
31
Mariner
Kansas
$25.2M +$1.94M +24,088 +8%
DWP
32
Daymark Wealth Partners
Ohio
$24M +$4.11M +51,144 +19%
Stifel Financial
33
Stifel Financial
Missouri
$23.7M +$4.73M +58,827 +22%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$23.2M +$5.12M +63,725 +25%
CA
35
Crumly & Associates
Illinois
$20.9M +$11.5M +143,417 +103%
HIP
36
HUB Investment Partners
Texas
$20.7M -$357K -4,442 -2%
ATC
37
Advantage Trust Company
Kansas
$20.1M -$874K -10,865 -4%
HighTower Advisors
38
HighTower Advisors
Illinois
$18.9M +$2M +24,822 +11%
BFA
39
Beaumont Financial Advisors
Massachusetts
$18.7M -$25.1M -311,725 -55%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$18.3M +$5.33M +66,322 +36%
GWM
41
Geneos Wealth Management
Colorado
$18.1M +$10.7M +133,517 +120%
KAS
42
Kestra Advisory Services
Texas
$16M -$31.8M -395,732 -65%
OFS
43
Orrstown Financial Services
Pennsylvania
$14.5M -$1.12M -13,932 -7%
FAM
44
Frontier Asset Management
Wyoming
$14.4M -$706K -8,778 -4%
VVP
45
Venture Visionary Partners
Ohio
$14.1M +$12.6M +157,079 +467%
MML Investors Services
46
MML Investors Services
Massachusetts
$14M +$5.58M +69,446 +58%
FAIM
47
Financial Advocates Investment Management
Washington
$13.7M +$1.28M +15,914 +9%
AC
48
AlphaCore Capital
California
$13.5M +$14.7M +183,036 New
PAG
49
Private Advisor Group
New Jersey
$13.3M +$3.62M +45,074 +33%
SPG
50
Strategic Planning Group
Utah
$13.2M -$238K -2,956 -2%

JGRO Hedge Fund Activity: Q1 2025 in Review

259 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q1 2025, worth a combined $3.75B — up 9% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JGRO positions and 9 closed out — a net gain of 35 holders — while 155 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $70.8M. The largest seller was Kestra Advisory Services, cutting an estimated $31.8M.

  • 259 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q1 2025, up from 227 in Q4 2024.
  • Funds reported $3.75B of JPMorgan Active Growth ETF stock for Q1 2025, up 9% quarter-over-quarter.
  • 44 funds opened new JPMorgan Active Growth ETF positions in Q1 2025 and 9 closed out, a net change of +35 holders.
  • The largest JPMorgan Active Growth ETF buyer in Q1 2025 was Bank of America, an estimated $70.8M added.
  • The largest JPMorgan Active Growth ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $31.8M sold.

Based on aggregated 13F filings for Q1 2025.