We are live on ! Find out more
JGRO icon

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
DWM
176
Drive Wealth Management
Utah
$318K +$316K +3,928 New
HWA
177
HMV Wealth Advisors
Louisiana
$317K +$315K +3,914 New
LWM
178
Lakeridge Wealth Management
Ohio
$312K +$310K +3,853 New
AF
179
Advisornet Financial
Minnesota
$305K +$254K +3,164 +531%
GIA
180
Gladstone Institutional Advisory
Florida
$303K +$66.9K +833 +29%
TPWA
181
Twin Peaks Wealth Advisors
California
$299K +$296K +3,688 New
HGERS
182
Householder Group Estate & Retirement Specialist
Arizona
$297K -$260K -3,238 -47%
WIM
183
Westside Investment Management
California
$294K -$15.4K -192 -5%
IP
184
Ignite Planners
California
$290K +$9.24K +115 +3%
WWM
185
Western Wealth Management
Colorado
$290K +$54.7K +681 +24%
FFA
186
Founders Financial Alliance
North Carolina
$288K
CCFM
187
Clear Creek Financial Management
Washington
$276K
ASN
188
Advisory Services Network
Georgia
$275K +$273K +3,393 New
YIA
189
YHB Investment Advisors
Connecticut
$261K +$1.37K +17 +0.5%
SOS
190
Silver Oak Securities
Tennessee
$256K +$252K +3,134 New
FFA
191
Farther Finance Advisors
California
$251K -$268K -3,333 -52%
NCM
192
Northwest Capital Management
Oregon
$246K +$3.86K +48 +2%
NL
193
NVWM LLC
Pennsylvania
$243K
FGA
194
Fortis Group Advisors
New Jersey
$240K +$238K +2,960 New
AFG
195
Allegheny Financial Group
Pennsylvania
$234K +$232K +2,883 New
IAIM
196
International Assets Investment Management
Florida
$222K +$220K +2,733 New
Comerica Bank
197
Comerica Bank
Texas
$213K +$4.26K +53 +2%
SWRP
198
Summit Wealth & Retirement Planning
California
$212K
HFM
199
Hartford Financial Management
Connecticut
$211K +$210K +2,607 New
EAM
200
Empirical Asset Management
Massachusetts
$210K +$208K +2,594 New

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.