We are live on ! Find out more
JGRO icon

JPMorgan Active Growth ETF

166 hedge funds and large institutions have $1.65B invested in JPMorgan Active Growth ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

152% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 33

54% more capital invested

Capital invested by funds: $1.08B → $1.65B (+$577M)

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

21% more funds holding

Funds holding: 137166 (+29)

3.15% more ownership

Funds ownership: 80.54%83.7% (+3.2%)

Holders
166
Holders Change
+29
Holders Change %
+21.17%
% of All Funds
2.4%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.25%
New
41
Increased
83
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$197M +$73.7M +1,040,489 +66%
LPL Financial
2
LPL Financial
California
$162M +$61.2M +863,987 +67%
JP Morgan Chase
3
JP Morgan Chase
New York
$80.8M +$4M +56,512 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$79.5M +$23.8M +335,833 +47%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$62.7M +$3.49M +49,361 +6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$59.6M +$14.4M +203,012 +34%
CCWM
7
Correct Capital Wealth Management
Missouri
$59.2M +$4.72M +66,636 +9%
UBS Group
8
UBS Group
Switzerland
$55.9M +$44.4M +626,533 +535%
AT
9
American Trust
Kentucky
$52.3M +$49.2M +695,401 New
AWM
10
Avior Wealth Management
Nebraska
$52.2M +$19.2M +271,083 +64%
Ameriprise
11
Ameriprise
Minnesota
$49.2M +$46.4M +655,337 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$38.1M +$2.02M +28,575 +6%
BFA
13
Beaumont Financial Advisors
Massachusetts
$37.8M -$5.87M -82,987 -14%
SC
14
Steph & Co
Wisconsin
$35.4M -$1.48M -20,870 -4%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$27.7M +$2.75M +38,794 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$26.8M +$14M +197,436 +124%
SFG
17
Sterling Financial Group
California
$26.5M +$149K +2,102 +0.6%
Bank of America
18
Bank of America
North Carolina
$24.9M +$15.9M +223,979 +209%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$24.2M +$11.2M +157,744 +96%
HIP
20
HUB Investment Partners
Texas
$20.4M +$18.5M +261,519 +2,488%
DWP
21
Daymark Wealth Partners
Ohio
$20.3M -$1.84M -26,054 -9%
ATC
22
Advantage Trust Company
Kansas
$20.3M +$445K +6,282 +2%
Mariner
23
Mariner
Kansas
$20M +$3.85M +54,384 +26%
GA
24
Goldstein Advisors
Wisconsin
$19.8M +$389K +5,498 +2%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$18.4M +$895K +12,644 +5%