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JPMorgan Active Growth ETF

259 hedge funds and large institutions have $3.75B invested in JPMorgan Active Growth ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

260% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 43

14% more funds holding

Funds holding: 227259 (+32)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

9% more capital invested

Capital invested by funds: $3.44B → $3.75B (+$308M)

2.49% less ownership

Funds ownership: 80.55%78.06% (-2.5%)

Holders
259
Holders Change
+32
Holders Change %
+14.1%
% of All Funds
3.47%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
44
Increased
155
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
Western Wealth Management
Colorado
$292K +$31.2K +388 +11%
EWA
202
EverSource Wealth Advisors
Alabama
$290K +$316K +3,929 New
HWA
203
HMV Wealth Advisors
Louisiana
$289K
WFAG
204
Worth Financial Advisory Group
North Carolina
$282K -$15.6K -194 -5%
Morgan Stanley
205
Morgan Stanley
New York
$282K +$149K +1,857 +94%
DC
206
Davenport & Co
Virginia
$281K +$306K +3,805 New
WANY
207
Wealthspire Advisors (New York)
New York
$277K +$302K +3,753 New
WIM
208
Westside Investment Management
California
$269K
TC
209
TownSquare Capital
Utah
$253K +$276K +3,435 New
FFA
210
Founders Financial Alliance
North Carolina
$237K -$27.3K -340 -10%
Creative Planning
211
Creative Planning
Kansas
$234K -$497K -6,183 -66%
OC
212
Oppenheimer & Co
New York
$224K +$244K +3,034 New
BCI
213
Brinker Capital Investments
Pennsylvania
$223K +$243K +3,018 New
OPS
214
Orion Portfolio Solutions
Nebraska
$223K +$243K +3,018 New
FDW
215
Fourth Dimension Wealth
Ohio
$210K +$84.3K +1,049 +58%
MA
216
MBA Advisors
Pennsylvania
$210K +$229K +2,844 New
SWRP
217
Summit Wealth & Retirement Planning
California
$209K +$17.9K +223 +9%
IAIM
218
International Assets Investment Management
Florida
$207K +$5.39K +67 +2%
TSMHT
219
Thurston Springer Miller Herd & Titak
Indiana
$173K +$160K +1,991 +556%
Citigroup
220
Citigroup
New York
$157K +$171K +2,122 New
PS
221
Principal Securities
Iowa
$140K
FNWM
222
Financial Network Wealth Management
Utah
$134K +$147K +1,828 New
CA
223
Continuum Advisory
Idaho
$128K +$47.2K +587 +51%
CT
224
Colonial Trust
South Carolina
$105K +$111K +1,375 +3,198%
WTC
225
WhitTier Trust Company
Nevada
$102K

JGRO Hedge Fund Activity: Q1 2025 in Review

259 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q1 2025, worth a combined $3.75B — up 9% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JGRO positions and 9 closed out — a net gain of 35 holders — while 155 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $70.8M. The largest seller was Kestra Advisory Services, cutting an estimated $31.8M.

  • 259 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q1 2025, up from 227 in Q4 2024.
  • Funds reported $3.75B of JPMorgan Active Growth ETF stock for Q1 2025, up 9% quarter-over-quarter.
  • 44 funds opened new JPMorgan Active Growth ETF positions in Q1 2025 and 9 closed out, a net change of +35 holders.
  • The largest JPMorgan Active Growth ETF buyer in Q1 2025 was Bank of America, an estimated $70.8M added.
  • The largest JPMorgan Active Growth ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $31.8M sold.

Based on aggregated 13F filings for Q1 2025.