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JPMorgan Active Growth ETF

300 hedge funds and large institutions have $5.77B invested in JPMorgan Active Growth ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

104% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 77

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

18% more capital invested

Capital invested by funds: $4.89B → $5.77B (+$878M)

3% more funds holding

Funds holding: 290300 (+10)

1.01% less ownership

Funds ownership: 77.18%76.17% (-1%)

Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
3.94%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.35%
New
30
Increased
157
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$46.1M -$1.57M -17,575 -3%
SC
27
Steph & Co
Wisconsin
$44.9M -$158K -1,770 -0.4%
CSP
28
Cary Street Partners
Virginia
$44.7M +$1.53M +17,110 +4%
Stifel Financial
29
Stifel Financial
Missouri
$44.7M +$7.42M +83,182 +21%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$44.3M +$15.5M +173,797 +58%
SWP
31
Stratos Wealth Partners
Ohio
$44M -$699K -7,831 -2%
PWA
32
Provenance Wealth Advisors
Florida
$41.5M +$24M +269,302 +155%
BM
33
Berman McAleer
Maryland
$41.2M +$39.2M +439,168 New
TC
34
Trust Company
Kansas
$37.6M -$126K -1,408 -0.3%
DWP
35
Daymark Wealth Partners
Ohio
$35M +$1.44M +16,156 +5%
Wells Fargo
36
Wells Fargo
California
$33.7M +$16.4M +183,981 +105%
HighTower Advisors
37
HighTower Advisors
Illinois
$33.3M +$7.81M +87,489 +33%
BFA
38
Beaumont Financial Advisors
Massachusetts
$33.3M +$945K +10,593 +3%
SFG
39
Sterling Financial Group
California
$31.9M -$1.31M -14,685 -4%
CA
40
Crumly & Associates
Illinois
$31.8M +$283K +3,173 +0.9%
AC
41
AlphaCore Capital
California
$30.4M +$1.4M +15,692 +5%
HIP
42
HUB Investment Partners
Texas
$29.9M +$848K +9,500 +3%
Mariner
43
Mariner
Kansas
$29.3M +$2.05M +23,027 +8%
IWC
44
Integrated Wealth Concepts
Massachusetts
$26.7M +$15.2M +170,010 +149%
MML Investors Services
45
MML Investors Services
Massachusetts
$26.6M +$6.38M +71,504 +34%
FAM
46
Frontier Asset Management
Wyoming
$26.5M -$163K -1,832 -0.6%
ATC
47
Advantage Trust Company
Kansas
$25.8M +$188K +2,103 +0.8%
OFS
48
Orrstown Financial Services
Pennsylvania
$19.3M +$544K +6,099 +3%
KAS
49
Kestra Advisory Services
Texas
$18.3M +$1.02M +11,439 +6%
VVP
50
Venture Visionary Partners
Ohio
$18M -$1.46M -16,321 -8%