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JPMorgan Active Growth ETF
JGRO

Overview Fund Activity

76 hedge funds and large institutions have $361M invested in JPMorgan Active Growth ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
36
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34.9M
2
LPL Financial
2
LPL Financial
California
$27.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$40.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.5M
5
GW
5
GW & Wade
Massachusetts
$4.61M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$13.7M
2
CW
2
CreativeOne Wealth
Kansas
$1.73M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$1.73M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$20.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWS
51
Yarger Wealth Strategies
Ohio
$374K +$175K +3,244 +88%
ATC
52
Argent Trust Co
Tennessee
$324K +$80.8K +1,500 +33%
KWM
53
Kingsview Wealth Management
Oregon
$299K +$299K +5,546 New
SI
54
Stephens Inc
Arkansas
$288K +$60.1K +1,115 +26%
TCA
55
Transcend Capital Advisors
New Jersey
$280K +$28.2K +523 +11%
CA
56
Cetera Advisors
Colorado
$274K -$10K -186 -4%
SPI
57
Sutton Place Investors
New York
$268K -$3.34K -62 -1%
GWSG
58
GPS Wealth Strategies Group
Colorado
$254K +$131K +2,430 +106%
FFA
59
Farther Finance Advisors
California
$251K -$76.1K -1,412 -23%
NL
60
NWAM LLC
Washington
$251K -$58.3K -1,082 -19%
UWM
61
USAdvisors Wealth Management
Minnesota
$236K -$3.44K -64 -1%
NCM
62
Northwest Capital Management
Oregon
$216K +$33K +612 +18%
TI
63
Tidal Investments
Wisconsin
$214K -$10.9K -202 -5%
AA
64
Argent Advisors
Louisiana
$204K +$204K +3,790 New
Comerica Bank
65
Comerica Bank
Texas
$68.1K +$68.1K +1,264 New
PA
66
Parallel Advisors
California
$67.1K +$67.1K +1,246 New
HI
67
Harbour Investments
Wisconsin
$38.6K +$21.6K +400 +127%
DWMG
68
DB Wealth Management Group
California
$25.4K +$25.4K +472 New
PMFA
69
Plante Moran Financial Advisors
Michigan
$14.1K +$14.1K +261 New
AF
70
Advisornet Financial
Minnesota
$9.59K -$2.8K -52 -23%
IA
71
IFP Advisors
Florida
$8.46K – – –
RIA
72
Realta Investment Advisors
Delaware
$6.41K – – –
LFA
73
LGT Financial Advisors
Texas
$5.77K +$5.77K +107 New
GRP
74
Global Retirement Partners
California
$2.75K +$2.75K +51 New
RAM
75
Riggs Asset Management
Pennsylvania
$1.99K +$1.99K +37 New
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