We are live on ! Find out more
JGRO icon

JPMorgan Active Growth ETF

185 hedge funds and large institutions have $2.2B invested in JPMorgan Active Growth ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 102 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

183% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 36

33% more capital invested

Capital invested by funds: $1.65B → $2.2B (+$547M)

11% more funds holding

Funds holding: 166185 (+19)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

4.81% less ownership

Funds ownership: 83.7%78.89% (-4.8%)

Holders
185
Holders Change
+19
Holders Change %
+11.45%
% of All Funds
2.66%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
34
Increased
102
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Tradition Wealth Management
Minnesota
$8.49M +$796K +10,731 +11%
JWBC
52
John W. Brooker & Co
California
$7.08M +$669K +9,017 +11%
MWA
53
MN Wealth Advisors
Kansas
$6.87M +$622K +8,377 +10%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$6.43M +$1.32M +17,798 +27%
IWC
55
Integrated Wealth Concepts
Massachusetts
$5.87M +$3.92M +52,880 +226%
SB
56
Strategic Blueprint
Georgia
$5.77M +$1.17M +15,798 +27%
SFC
57
Sprinkle Financial Consultants
Colorado
$5.17M +$345K +4,653 +7%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$4.86M +$3.3M +44,537 +238%
FFG
59
Foundry Financial Group
New Hampshire
$4.76M +$94.9K +1,279 +2%
VWA
60
Visionary Wealth Advisors
Illinois
$4.6M -$30.5K -411 -0.7%
Truist Financial
61
Truist Financial
North Carolina
$4.31M -$12.4M -167,567 -75%
RWS
62
Resolute Wealth Strategies
Mississippi
$4.21M +$342K +4,614 +9%
CW
63
CreativeOne Wealth
Kansas
$3.75M +$376K +5,065 +12%
PAG
64
Private Advisor Group
New Jersey
$3.73M +$2.21M +29,809 +160%
PFS
65
Prospera Financial Services
Texas
$3.4M -$42.8K -577 -1%
IWM
66
IHT Wealth Management
Illinois
$3.12M -$209K -2,814 -6%
Marshall Wace
67
Marshall Wace
United Kingdom
$3.03M +$2.65M +35,742 +977%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$2.9M +$2.52M +33,957 +894%
PWP
69
Private Wealth Partners
California
$2.88M -$111K -1,500 -4%
EWM
70
Echo Wealth Management
Minnesota
$2.82M +$135K +1,825 +5%
TGAM
71
TBH Global Asset Management
Tennessee
$2.59M +$471K +6,343 +23%
SI
72
Stephens Inc
Arkansas
$2.46M -$8.76K -118 -0.4%
YWS
73
Yarger Wealth Strategies
Ohio
$2.4M +$667K +8,985 +40%
PWM
74
Perigon Wealth Management
California
$2.37M +$73K +984 +3%
BIP
75
Blue Investment Partners
California
$2.36M +$2.28M +30,693 New