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JPMorgan Active Growth ETF

227 hedge funds and large institutions have $3.44B invested in JPMorgan Active Growth ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 14

275% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 32

56% more capital invested

Capital invested by funds: $2.2B → $3.44B (+$1.24B)

23% more funds holding

Funds holding: 185227 (+42)

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

1.66% more ownership

Funds ownership: 78.89%80.55% (+1.7%)

Holders
227
Holders Change
+42
Holders Change %
+22.7%
% of All Funds
2.99%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
59
Increased
120
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$599K +$284K +3,532 +92%
SPIA
152
Steward Partners Investment Advisory
New York
$546K +$93.6K +1,164 +21%
NWWA
153
New Wave Wealth Advisors
Arkansas
$494K +$144K +1,792 +42%
WS
154
Wedbush Securities
California
$489K +$93.2K +1,160 +24%
RSWM
155
Robertson Stephens Wealth Management
California
$466K -$10.3K -128 -2%
GWSG
156
GPS Wealth Strategies Group
Colorado
$445K +$4.1K +51 +0.9%
KCIC
157
Kuhn & Co Investment Counsel
Illinois
$439K +$9K +112 +2%
HNWAG
158
High Net Worth Advisory Group
Florida
$437K +$433K +5,391 New
CSPIA
159
Cary Street Partners Investment Advisory
Virginia
$422K -$352K -4,383 -46%
PPC
160
Park Place Capital
Alabama
$414K
EFS
161
Essex Financial Services
Connecticut
$413K +$410K +5,098 New
GWP
162
Gateway Wealth Partners
Wisconsin
$411K +$125K +1,559 +44%
PTC
163
Private Trust Company
Ohio
$393K
Jane Street
164
Jane Street
New York
$381K +$378K +4,708 New
NA
165
Nautilus Advisors
California
$377K +$374K +4,653 New
GM
166
GeoWealth Management
Illinois
$353K -$92.7K -1,154 -21%
IFG
167
Independent Financial Group
California
$350K +$347K +4,314 New
CFP
168
Comprehensive Financial Planning
Pennsylvania
$344K +$341K +4,244 New
NL
169
NWAM LLC
Washington
$344K -$18.9K -235 -5%
OHWP
170
Oak Harbor Wealth Partners
North Carolina
$341K +$338K +4,206 New
FWP
171
Firethorn Wealth Partners
Georgia
$336K -$10.4K -130 -3%
WIA
172
World Investment Advisors
California
$336K -$2.01K -25 -0.6%
BEI
173
Benjamin Edwards Inc
Missouri
$328K +$326K +4,051 New
WFAG
174
Worth Financial Advisory Group
North Carolina
$326K +$15.8K +196 +5%
FA
175
Fagan Associates
New York
$321K +$31.7K +394 +11%

JGRO Hedge Fund Activity: Q4 2024 in Review

227 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q4 2024, worth a combined $3.44B — up 56% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JGRO positions and 14 closed out — a net gain of 45 holders — while 120 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $576M. The largest seller was Citadel Advisors, exiting entirely with an estimated $51.9M sold.

  • 227 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q4 2024, up from 185 in Q3 2024.
  • Funds reported $3.44B of JPMorgan Active Growth ETF stock for Q4 2024, up 56% quarter-over-quarter.
  • 59 funds opened new JPMorgan Active Growth ETF positions in Q4 2024 and 14 closed out, a net change of +45 holders.
  • The largest JPMorgan Active Growth ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $576M added.
  • The largest JPMorgan Active Growth ETF seller in Q4 2024 was Citadel Advisors, an estimated $51.9M sold.

Based on aggregated 13F filings for Q4 2024.