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JPMorgan Active Growth ETF
JGRO

Overview Fund Activity

76 hedge funds and large institutions have $361M invested in JPMorgan Active Growth ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
36
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34.9M
2
LPL Financial
2
LPL Financial
California
$27.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$40.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.5M
5
GW
5
GW & Wade
Massachusetts
$4.61M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$13.7M
2
CW
2
CreativeOne Wealth
Kansas
$1.73M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$1.73M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$20.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$40.5M 752,181 +113,888 +18%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$34.9M 647,212 +598,830 +1,238%
LPL Financial
3
LPL Financial
California
$27.9M 517,280 +224,051 +76%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.8M 423,193 +5,330 +1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$20.5M 381,154 +27,711 +8%
BFA
6
Beaumont Financial Advisors
Massachusetts
$20.1M 373,770 -11,383 -3%
DWP
7
Daymark Wealth Partners
Ohio
$16.5M 305,800 +24,543 +9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$16.3M 302,220 +32,679 +12%
GA
9
Goldstein Advisors
Wisconsin
$14M 260,603 +13,510 +5%
Truist Financial
10
Truist Financial
North Carolina
$13.7M 254,633 -20,246 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$13.5M 249,720 +85,664 +52%
SFG
12
Sterling Financial Group
California
$13.3M 246,461 +5 +0%
HighTower Advisors
13
HighTower Advisors
Illinois
$12.8M 237,978 +54,316 +30%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$12.3M 228,087 +3,585 +2%
FAM
15
Frontier Asset Management
Wyoming
$9.79M 181,699 +5,952 +3%
Mariner
16
Mariner
Kansas
$8.44M 156,547 +18,947 +14%
WWM
17
Wagner Wealth Management
South Carolina
$7.3M 135,475 +2,174 +2%
Stifel Financial
18
Stifel Financial
Missouri
$5.99M 111,238 +31,155 +39%
GW
19
GW & Wade
Massachusetts
$4.61M 85,578 +73,974 +637%
KAS
20
Kestra Advisory Services
Texas
$4.29M 79,630 +14,529 +22%
UBS Group
21
UBS Group
Switzerland
$3.35M 62,176 +28,463 +84%
TGAM
22
TBH Global Asset Management
Tennessee
$2.7M 50,089 +50,089 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.66M 49,390 +29,480 +148%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$2.14M 39,802 +39,802 New
VWA
25
Visionary Wealth Advisors
Illinois
$2.1M 38,919 +1,738 +5%
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