JPMorgan Active Growth ETF
JGRO
52 hedge funds and large institutions have $197M invested in JPMorgan Active Growth ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.
1,250% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 2
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
86% more funds holding
Funds holding: 28 → 52 (+24)
69% more capital invested
Capital invested by funds: $117M → $197M (+$80M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.94% less ownership
Funds ownership: 83.47% → 78.53% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.7M |
| 3 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
+$8.57M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.56M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.68M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$2.69M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.06M |
| 4 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$658K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$452K |
JGRO Hedge Fund Activity: Q1 2023 in Review
52 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q1 2023, worth a combined $197M — up 69% from $117M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new JGRO positions and 2 closed out — a net gain of 25 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $21M. The largest seller was JP Morgan Chase, cutting an estimated $3.68M.
- 52 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q1 2023, up from 28 in Q4 2022.
- Funds reported $197M of JPMorgan Active Growth ETF stock for Q1 2023, up 69% quarter-over-quarter.
- 27 funds opened new JPMorgan Active Growth ETF positions in Q1 2023 and 2 closed out, a net change of +25 holders.
- The largest JPMorgan Active Growth ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $21M added.
- The largest JPMorgan Active Growth ETF seller in Q1 2023 was JP Morgan Chase, an estimated $3.68M sold.
Based on aggregated 13F filings for Q1 2023.