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JPMorgan Active Growth ETF
JGRO

Overview Fund Activity

286 hedge funds and large institutions have $4.83B invested in JPMorgan Active Growth ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 155 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+31
Holders Change %
+12.16%
% of All Funds
3.83%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.28%
New
48
Increased
155
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$94.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$69.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$66M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$58.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$39.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$21.2M
2
PWA
Provenance Wealth Advisors
Florida
-$17.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14M
4
Ameriprise
Ameriprise
Minnesota
-$13.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSP
26
Cary Street Partners
Virginia
$39.6M +$3.88M +45,128 +11%
AT
27
American Trust
Kentucky
$39.2M +$2.41M +28,033 +7%
TC
28
Trust Company
Kansas
$34.7M -$27.8K -323 -0.1%
Stifel Financial
29
Stifel Financial
Missouri
$33.8M +$6.21M +72,146 +22%
WWA
30
WCG Wealth Advisors
Nevada
$32.6M +$1.47M +17,127 +5%
DWP
31
Daymark Wealth Partners
Ohio
$30.7M +$2.76M +32,032 +10%
SFG
32
Sterling Financial Group
California
$30.5M +$220K +2,559 +0.7%
BFA
33
Beaumont Financial Advisors
Massachusetts
$29.6M +$7.8M +90,671 +36%
CA
34
Crumly & Associates
Illinois
$28.9M +$4.57M +53,055 +19%
HIP
35
HUB Investment Partners
Texas
$26.6M +$2.46M +28,532 +10%
AC
36
AlphaCore Capital
California
$26.6M +$10.8M +125,950 +69%
Osaic Holdings
37
Osaic Holdings
Arizona
$25.8M -$21.2M -260,990 -45%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$25.7M +$4.3M +49,982 +20%
Mariner
39
Mariner
Kansas
$24.9M -$4.46M -51,861 -15%
FAM
40
Frontier Asset Management
Wyoming
$24.5M +$7.7M +89,462 +46%
ATC
41
Advantage Trust Company
Kansas
$23.5M +$74.4K +864 +0.3%
HighTower Advisors
42
HighTower Advisors
Illinois
$23.1M +$1.07M +12,419 +5%
PAG
43
Private Advisor Group
New Jersey
$21.3M +$5.73M +66,603 +37%
MML Investors Services
44
MML Investors Services
Massachusetts
$18.3M +$1.93M +22,412 +12%
VVP
45
Venture Visionary Partners
Ohio
$18M +$1.56M +18,148 +10%
OFS
46
Orrstown Financial Services
Pennsylvania
$17.2M +$349K +4,057 +2%
WWM
47
Wagner Wealth Management
South Carolina
$15.9M +$1.32M +15,302 +9%
KAS
48
Kestra Advisory Services
Texas
$15.9M -$2.8M -32,483 -15%
AFA
49
Arlington Financial Advisors
California
$15.7M +$1.02M +11,907 +7%
Wells Fargo
50
Wells Fargo
California
$15.1M +$15M +174,083 +19,025%
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