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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
3.83%
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 %
PWP
126
Private Wealth Partners
California
$1.84M -$1.43M -16,605 -44%
MQWP
127
Morey & Quinn Wealth Partners
Nebraska
$1.83M +$1.31M +15,232 +252%
FA
128
Fermata Advisors
California
$1.78M -$44.2K -513 -2%
FHA
129
Flagship Harbor Advisors
Massachusetts
$1.77M -$6.15M -71,428 -78%
IWM
130
IHT Wealth Management
Illinois
$1.74M -$522K -6,070 -23%
MSAM
131
Moloney Securities Asset Management
Missouri
$1.73M +$1.73M +20,107 New
SDWMA
132
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.71M -$104K -1,205 -6%
AG
133
Ascent Group
Virginia
$1.63M +$269K +3,131 +20%
AAS
134
Avantax Advisory Services
Texas
$1.63M +$302K +3,508 +23%
FGA
135
Fortis Group Advisors
New Jersey
$1.56M -$117K -1,321 -7%
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$1.55M +$256K +2,980 +20%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$1.54M -$986K -11,452 -39%
SPC
138
Sigma Planning Corp
Michigan
$1.51M +$110K +1,283 +8%
JWBC
139
John W. Brooker & Co
California
$1.5M -$7.54M -87,435 -83%
JWCA
140
J.W. Cole Advisors
Florida
$1.5M +$42.2K +490 +3%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$1.5M +$1.5M +17,378 New
CWM
142
Cornerstone Wealth Management
Missouri
$1.43M +$1.43M +16,621 New
CIC
143
Carnegie Investment Counsel
Ohio
$1.38M -$79.2K -920 -5%
BFA
144
Bill Few Associates
Pennsylvania
$1.37M +$1.37M +15,913 New
WA
145
WBH Advisory
Maryland
$1.37M +$1.37M +15,860 New
WIM
146
WealthPlan Investment Management
Nebraska
$1.34M +$1.34M +15,621 New
WF
147
Wayfinding Financial
Washington
$1.34M +$237K +2,689 +22%
CA
148
Cambridge Advisors
Nebraska
$1.33M -$69.5K -807 -5%
CCFM
149
Clear Creek Financial Management
Washington
$1.31M +$133K +1,543 +11%
BEI
150
Benjamin Edwards Inc
Missouri
$1.3M +$8.01K +93 +0.6%
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