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JPMorgan Active Growth ETF

300 hedge funds and large institutions have $5.77B invested in JPMorgan Active Growth ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

104% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 77

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

18% more capital invested

Capital invested by funds: $4.89B → $5.77B (+$878M)

3% more funds holding

Funds holding: 290300 (+10)

1.01% less ownership

Funds ownership: 77.18%76.17% (-1%)

Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
3.94%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.35%
New
30
Increased
157
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$965K -$685K -7,673 -43%
VA
177
Valmark Advisers
Ohio
$942K +$83.3K +934 +10%
IFG
178
Independent Financial Group
California
$909K -$1.48M -16,569 -63%
SA
179
Sovran Advisors
California
$904K +$26.7K +299 +3%
BWMG
180
Barnes Wealth Management Group
California
$901K -$39.1K -438 -4%
SPIA
181
Steward Partners Investment Advisory
New York
$899K +$73.2K +820 +9%
YIA
182
YHB Investment Advisors
Connecticut
$898K +$473K +5,297 +124%
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$893K -$65.9K -738 -7%
OHWP
184
Oak Harbor Wealth Partners
North Carolina
$878K
HNWAG
185
High Net Worth Advisory Group
Florida
$825K +$71K +796 +10%
VA
186
VestGen Advisors
Illinois
$820K -$18.2K -204 -2%
SF
187
Summit Financial
New Jersey
$794K +$756K +8,472 New
TPWA
188
Twin Peaks Wealth Advisors
California
$772K -$63.2K -708 -8%
CWS
189
Confluence Wealth Services
Pennsylvania
$745K -$1.78K -20 -0.3%
AWM
190
Apollon Wealth Management
South Carolina
$738K
IP
191
Ignite Planners
California
$735K +$17.7K +198 +3%
LWM
192
Lakeridge Wealth Management
Ohio
$711K +$13.7K +153 +2%
KF
193
Krilogy Financial
Missouri
$698K +$656K +7,354 New
GWP
194
Gateway Wealth Partners
Wisconsin
$687K -$97K -1,087 -13%
FWP
195
Firethorn Wealth Partners
Georgia
$659K +$19.2K +215 +3%
AF
196
Advisornet Financial
Minnesota
$644K +$13.7K +153 +2%
OBWG
197
Onyx Bridge Wealth Group
New York
$632K +$602K +6,742 New
ASN
198
Advisory Services Network
Georgia
$620K +$158K +1,774 +37%
PTP
199
Platform Technology Partners
New York
$609K
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$606K -$3.08M -34,490 -84%