JPMorgan Active Growth ETF
JGRO
137 hedge funds and large institutions have $1.08B invested in JPMorgan Active Growth ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 72 increasing their positions, 23 reducing their positions, and 6 closing their positions.
517% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 6
213% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 23
49% more capital invested
Capital invested by funds: $720M → $1.08B (+$355M)
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
27% more funds holding
Funds holding: 108 → 137 (+29)
3.4% less ownership
Funds ownership: 83.94% → 80.54% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Steph & Co
Marinette,
Wisconsin
|
+$32.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$22.9M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$21.8M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$13.6M |
| 5 |
OFS
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$1.2M |
| 2 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
-$1.03M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$901K |
| 4 |
MWA
MN Wealth Advisors
Overland Park,
Kansas
|
-$831K |
| 5 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
-$827K |
JGRO Hedge Fund Activity: Q1 2024 in Review
137 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q1 2024, worth a combined $1.08B — up 49% from $720M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new JGRO positions and 6 closed out — a net gain of 31 holders — while 72 added to existing stakes and 23 trimmed.
The largest buyer was Steph & Co, opening a new position worth an estimated $32.6M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.2M sold.
- 137 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q1 2024, up from 108 in Q4 2023.
- Funds reported $1.08B of JPMorgan Active Growth ETF stock for Q1 2024, up 49% quarter-over-quarter.
- 37 funds opened new JPMorgan Active Growth ETF positions in Q1 2024 and 6 closed out, a net change of +31 holders.
- The largest JPMorgan Active Growth ETF buyer in Q1 2024 was Steph & Co, an estimated $32.6M added.
- The largest JPMorgan Active Growth ETF seller in Q1 2024 was Two Sigma Investments, an estimated $1.2M sold.
Based on aggregated 13F filings for Q1 2024.