JPMorgan Active Growth ETF
JGRO
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.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
89% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 19
26% more capital invested
Capital invested by funds: $287M → $361M (+$74M)
21% more funds holding
Funds holding: 63 → 76 (+13)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.62% less ownership
Funds ownership: 81.02% → 77.41% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$33.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.5M |
| 3 |
JP Morgan Chase
New York
|
+$6.36M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.79M |
| 5 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$1.13M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.13M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$786K |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$636K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$508K |
JGRO Hedge Fund Activity: Q3 2023 in Review
76 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q3 2023, worth a combined $361M — up 26% from $287M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new JGRO positions and 5 closed out — a net gain of 13 holders — while 36 added to existing stakes and 19 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $33.5M. The largest seller was Truist Financial, cutting an estimated $1.13M.
- 76 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q3 2023, up from 63 in Q2 2023.
- Funds reported $361M of JPMorgan Active Growth ETF stock for Q3 2023, up 26% quarter-over-quarter.
- 18 funds opened new JPMorgan Active Growth ETF positions in Q3 2023 and 5 closed out, a net change of +13 holders.
- The largest JPMorgan Active Growth ETF buyer in Q3 2023 was Carson Wealth (CWM LLC), an estimated $33.5M added.
- The largest JPMorgan Active Growth ETF seller in Q3 2023 was Truist Financial, an estimated $1.13M sold.
Based on aggregated 13F filings for Q3 2023.