JPMorgan Active Growth ETF
JGRO
108 hedge funds and large institutions have $720M invested in JPMorgan Active Growth ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 5 closing their positions.
640% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 5
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
135% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 20
100% more capital invested
Capital invested by funds: $361M → $720M (+$360M)
42% more funds holding
Funds holding: 76 → 108 (+32)
6.54% more ownership
Funds ownership: 77.41% → 83.94% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$78.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$24.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$22.5M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$12.4M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGAM
TBH Global Asset Management
Brentwood,
Tennessee
|
-$2.44M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.64M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$898K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$705K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$437K |
JGRO Hedge Fund Activity: Q4 2023 in Review
108 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q4 2023, worth a combined $720M — up 100% from $361M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new JGRO positions and 5 closed out — a net gain of 32 holders — while 47 added to existing stakes and 20 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $78.7M. The largest seller was TBH Global Asset Management, cutting an estimated $2.44M.
- 108 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q4 2023, up from 76 in Q3 2023.
- Funds reported $720M of JPMorgan Active Growth ETF stock for Q4 2023, up 100% quarter-over-quarter.
- 37 funds opened new JPMorgan Active Growth ETF positions in Q4 2023 and 5 closed out, a net change of +32 holders.
- The largest JPMorgan Active Growth ETF buyer in Q4 2023 was CAPTRUST Financial Advisors, an estimated $78.7M added.
- The largest JPMorgan Active Growth ETF seller in Q4 2023 was TBH Global Asset Management, an estimated $2.44M sold.
Based on aggregated 13F filings for Q4 2023.