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JPMorgan Active Growth ETF
JGRO

63 hedge funds and large institutions have $287M invested in JPMorgan Active Growth ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

55% more capital invested

Capital invested by funds: $185M → $287M (+$102M)

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21% more funds holding

Funds holding: 52 → 63 (+11)

2.49% more ownership

Funds ownership: 78.53% → 81.02% (+2.5%)

Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
26
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
+$17M
2
SFG
Sterling Financial Group
California
+$12.6M
3
DWP
Daymark Wealth Partners
Ohio
+$10.2M
4
HighTower Advisors
HighTower Advisors
Illinois
+$9.04M
5
LPL Financial
LPL Financial
California
+$5.22M

Top Sellers

1
VFM
Valley Financial Management
New York
-$4.45M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.03M
3
AWM
Avior Wealth Management
Nebraska
-$3.61M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.45M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
51
USAdvisors Wealth Management
Minnesota
$248K +$227K +4,452 New
SI
52
Stephens Inc
Arkansas
$235K +$216K +4,220 New
TI
53
Tidal Investments
Wisconsin
$233K -$21.6K -423 -9%
YWS
54
Yarger Wealth Strategies
Ohio
$206K +$189K +3,703 New
NCM
55
Northwest Capital Management
Oregon
$189K +$173K +3,395 New
GWSG
56
GPS Wealth Strategies Group
Colorado
$127K +$117K +2,285 New
PCM
57
Penserra Capital Management
California
$20K +$18.5K +363 New
HI
58
Harbour Investments
Wisconsin
$17.6K +$12.2K +239 +310%
AF
59
Advisornet Financial
Minnesota
$12.8K – – –
IA
60
IFP Advisors
Florida
$8.75K – – –
RIA
61
Realta Investment Advisors
Delaware
$6.41K +$5.88K +115 New
TC
62
Truvestments Capital
Florida
$2.06K – – –
Morgan Stanley
63
Morgan Stanley
New York
$1.39K +$1.28K +25 New
VFM
64
Valley Financial Management
New York
– -$4.45M -90,492 Closed
AWM
65
Avior Wealth Management
Nebraska
– -$3.61M -73,425 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– -$1.89M -38,553 Closed
FSG
67
Financial Strategies Group
Michigan
– -$250K -5,078 Closed
MML Investors Services
68
MML Investors Services
Massachusetts
– -$224K -4,548 Closed
AAS
69
Ameritas Advisory Services
Nebraska
– -$97.4K -2,002 Closed
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