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JPMorgan Active Growth ETF

350 hedge funds and large institutions have $6.36B invested in JPMorgan Active Growth ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 188 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 10

194% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 64

17% more funds holding

Funds holding: 300350 (+50)

10% more capital invested

Capital invested by funds: $5.77B → $6.36B (+$591M)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.3% less ownership

Funds ownership: 76.17%74.88% (-1.3%)

Holders
350
Holders Change
+50
Holders Change %
+16.67%
% of All Funds
4.26%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.35%
New
65
Increased
188
Reduced
64
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$49.4M +$16.3M +173,444 +48%
Stifel Financial
27
Stifel Financial
Missouri
$47.6M +$3.41M +36,431 +8%
SC
28
Steph & Co
Wisconsin
$46.2M +$1.84M +19,675 +4%
CSP
29
Cary Street Partners
Virginia
$44.7M +$452K +4,819 +1%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$43.5M -$2.11M -22,566 -5%
SWP
31
Stratos Wealth Partners
Ohio
$43.4M -$216K -2,306 -0.5%
BM
32
Berman McAleer
Maryland
$41M +$241K +2,575 +0.6%
DWP
33
Daymark Wealth Partners
Ohio
$39.1M +$4.49M +47,909 +13%
Two Sigma Investments
34
Two Sigma Investments
New York
$38.4M +$35.6M +379,800 +1,101%
PAG
35
Private Advisor Group
New Jersey
$37.9M -$8.06M -85,979 -17%
TC
36
Trust Company
Kansas
$37.4M +$173K +1,843 +0.5%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$35.5M +$24.2M +258,294 +208%
HighTower Advisors
38
HighTower Advisors
Illinois
$33.2M +$250K +2,665 +0.7%
BFA
39
Beaumont Financial Advisors
Massachusetts
$33M +$71K +758 +0.2%
AC
40
AlphaCore Capital
California
$32M +$1.93M +20,619 +6%
MML Investors Services
41
MML Investors Services
Massachusetts
$31.1M +$4.79M +51,061 +18%
SFA
42
Sequoia Financial Advisors
Ohio
$31.1M +$31.4M +334,688 New
Mariner
43
Mariner
Kansas
$30.3M +$1.37M +14,586 +5%
HIP
44
HUB Investment Partners
Texas
$30.3M +$707K +7,544 +2%
FAM
45
Frontier Asset Management
Wyoming
$30M +$3.77M +40,180 +14%
AWM
46
Aprio Wealth Management
Georgia
$29.1M +$29.4M +313,231 New
CA
47
Crumly & Associates
Illinois
$26.7M -$4.86M -51,838 -15%
ATC
48
Advantage Trust Company
Kansas
$25.8M +$262K +2,793 +1%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$23.7M +$20.7M +221,078 +643%
OFS
50
Orrstown Financial Services
Pennsylvania
$20M +$894K +9,537 +5%