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JPMorgan Active Growth ETF
JGRO

Overview Fund Activity

286 hedge funds and large institutions have $4.83B invested in JPMorgan Active Growth ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 155 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+31
Holders Change %
+12.16%
% of All Funds
3.84%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.28%
New
48
Increased
155
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$94.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$69.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$66M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$58.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$39.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$21.2M
2
PWA
Provenance Wealth Advisors
Florida
-$17.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14M
4
Ameriprise
Ameriprise
Minnesota
-$13.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$2.91M +$299K +3,472 +11%
ELI
102
Empire Life Investments
Ontario, Canada
$2.84M -$1.26M -14,600 -31%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.83M +$2.83M +32,894 New
BOC
104
Blue Oak Capital
California
$2.83M +$41K +476 +1%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$2.82M +$761K +8,845 +37%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$2.77M +$1.52M +17,710 +123%
PWM
107
Purus Wealth Management
California
$2.75M +$28.1K +327 +1%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$2.62M +$2.04M +23,650 +346%
SMC
109
Smith, Moore & Co
Missouri
$2.58M -$4.08M -47,419 -61%
Marshall Wace
110
Marshall Wace
United Kingdom
$2.56M +$2.56M +29,707 New
CFP
111
Comprehensive Financial Planning
Pennsylvania
$2.51M +$683K +7,932 +37%
TWP
112
Triad Wealth Partners
Kansas
$2.51M +$1.61M +18,720 +180%
NPT
113
Nixon Peabody Trust
Massachusetts
$2.5M +$778K +9,042 +45%
Citadel Advisors
114
Citadel Advisors
Florida
$2.3M +$710K +8,254 +45%
FPCP
115
Fort Point Capital Partners
California
$2.21M +$157K +1,823 +8%
ATPW
116
Ashton Thomas Private Wealth
Arizona
$2.2M +$11.5K +134 +0.5%
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$2.2M +$329K +3,826 +18%
BAM
118
Belpointe Asset Management
Nevada
$2.18M +$20K +232 +0.9%
5W
119
5T Wealth
California
$2.15M -$50.3K -584 -2%
PIA
120
Perennial Investment Advisors
California
$2.14M +$287K +3,335 +15%
GRP
121
Global Retirement Partners
California
$2.04M +$2.04M +23,753 New
SWP
122
Semus Wealth Partners
Florida
$2M +$28.9K +336 +1%
Corient Private Wealth
123
Corient Private Wealth
Florida
$1.96M +$1.61M +18,697 +454%
TSMHT
124
Thurston Springer Miller Herd & Titak
Indiana
$1.96M +$1.76M +20,459 +871%
KWS
125
Keystone Wealth Services
California
$1.85M -$300K -3,491 -14%
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