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JPMorgan Active Growth ETF

259 hedge funds and large institutions have $3.75B invested in JPMorgan Active Growth ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

260% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 43

14% more funds holding

Funds holding: 227259 (+32)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

9% more capital invested

Capital invested by funds: $3.44B → $3.75B (+$308M)

2.49% less ownership

Funds ownership: 80.55%78.06% (-2.5%)

Holders
259
Holders Change
+32
Holders Change %
+14.1%
% of All Funds
3.47%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
44
Increased
155
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
Visionary Wealth Advisors
Illinois
$4.6M +$94.7K +1,178 +2%
CW
77
CreativeOne Wealth
Kansas
$4.59M +$966K +12,011 +24%
Truist Financial
78
Truist Financial
North Carolina
$4.33M +$2.44M +30,372 +107%
ETC
79
Exchange Traded Concepts
Oklahoma
$4.22M +$203K +2,520 +5%
YWS
80
Yarger Wealth Strategies
Ohio
$3.94M +$168K +2,087 +4%
FAM
81
Formidable Asset Management
Ohio
$3.78M +$339K +4,220 +9%
TSWM
82
Tyler-Stone Wealth Management
Ohio
$3.75M +$668K +8,311 +20%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$3.72M -$429K -5,332 -10%
PWM
84
Perigon Wealth Management
California
$3.69M +$1.22M +15,226 +44%
MMH
85
Menora Mivtachim Holdings
Israel
$3.61M +$3.93M +48,873 New
ELI
86
Empire Life Investments
Ontario, Canada
$3.51M -$56.3K -700 -1%
EWM
87
Echo Wealth Management
Minnesota
$3.48M +$910K +11,313 +32%
IFG
88
Independent Financial Group
California
$3.45M +$3.41M +42,456 +984%
SI
89
Stephens Inc
Arkansas
$3.42M +$668K +8,311 +22%
ATC
90
Argent Trust Co
Tennessee
$3.38M +$924K +11,495 +33%
PFS
91
Prospera Financial Services
Texas
$3.07M -$150K -1,867 -4%
LA
92
LexAurum Advisors
Kansas
$3.02M +$349K +4,337 +12%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$2.89M +$233K +2,897 +8%
EH
94
Equitable Holdings
New York
$2.87M +$1.16M +14,431 +59%
PWP
95
Private Wealth Partners
California
$2.8M
KPWS
96
Kestra Private Wealth Services
Texas
$2.78M +$234K +2,910 +8%
RWS
97
Resolute Wealth Strategies
Mississippi
$2.77M -$1.74M -21,683 -37%
MOS
98
MGO One Seven
Ohio
$2.74M -$95.6K -1,189 -3%
SFC
99
Strategic Financial Concepts
Texas
$2.52M +$161K +2,007 +6%
BOC
100
Blue Oak Capital
California
$2.39M +$305K +3,790 +13%

JGRO Hedge Fund Activity: Q1 2025 in Review

259 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q1 2025, worth a combined $3.75B — up 9% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JGRO positions and 9 closed out — a net gain of 35 holders — while 155 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $70.8M. The largest seller was Kestra Advisory Services, cutting an estimated $31.8M.

  • 259 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q1 2025, up from 227 in Q4 2024.
  • Funds reported $3.75B of JPMorgan Active Growth ETF stock for Q1 2025, up 9% quarter-over-quarter.
  • 44 funds opened new JPMorgan Active Growth ETF positions in Q1 2025 and 9 closed out, a net change of +35 holders.
  • The largest JPMorgan Active Growth ETF buyer in Q1 2025 was Bank of America, an estimated $70.8M added.
  • The largest JPMorgan Active Growth ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $31.8M sold.

Based on aggregated 13F filings for Q1 2025.