JPMorgan Active Growth ETF
JGRO
63 hedge funds and large institutions have $287M invested in JPMorgan Active Growth ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
46% more capital invested
Capital invested by funds: $197M → $287M (+$90M)
21% more funds holding
Funds holding: 52 → 63 (+11)
2.49% more ownership
Funds ownership: 78.53% → 81.02% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$17M |
| 2 |
SFG
Sterling Financial Group
Pasadena,
California
|
+$12.6M |
| 3 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$10.2M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$9.04M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFM
Valley Financial Management
New York
|
-$4.45M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.03M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$3.61M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.45M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.89M |
JGRO Hedge Fund Activity: Q2 2023 in Review
63 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q2 2023, worth a combined $287M — up 46% from $197M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new JGRO positions and 6 closed out — a net gain of 11 holders — while 26 added to existing stakes and 17 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $17M. The largest seller was Valley Financial Management, exiting entirely with an estimated $4.45M sold.
- 63 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q2 2023, up from 52 in Q1 2023.
- Funds reported $287M of JPMorgan Active Growth ETF stock for Q2 2023, up 46% quarter-over-quarter.
- 17 funds opened new JPMorgan Active Growth ETF positions in Q2 2023 and 6 closed out, a net change of +11 holders.
- The largest JPMorgan Active Growth ETF buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $17M added.
- The largest JPMorgan Active Growth ETF seller in Q2 2023 was Valley Financial Management, an estimated $4.45M sold.
Based on aggregated 13F filings for Q2 2023.