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JPMorgan Active Growth ETF

227 hedge funds and large institutions have $3.44B invested in JPMorgan Active Growth ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 14

275% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 32

56% more capital invested

Capital invested by funds: $2.2B → $3.44B (+$1.24B)

23% more funds holding

Funds holding: 185227 (+42)

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

1.66% more ownership

Funds ownership: 78.89%80.55% (+1.7%)

Holders
227
Holders Change
+42
Holders Change %
+22.7%
% of All Funds
2.99%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
59
Increased
120
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$692M +$576M +7,167,508 +523%
LPL Financial
2
LPL Financial
California
$295M +$88.4M +1,099,313 +43%
Ameriprise
3
Ameriprise
Minnesota
$281M +$128M +1,591,923 +85%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$257M +$16.3M +202,511 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$91.6M +$9.04M +112,461 +11%
Raymond James Financial
6
Raymond James Financial
Florida
$90.3M +$89.6M +1,114,886 New
UBS Group
7
UBS Group
Switzerland
$85.8M +$3.68M +45,782 +5%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$81M +$3.08M +38,301 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$80.8M -$1.88M -23,446 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$79M +$17.2M +213,534 +28%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$77.7M +$5.91M +73,593 +8%
CCWM
12
Correct Capital Wealth Management
Missouri
$68.2M +$1.32M +16,459 +2%
GA
13
Goldstein Advisors
Wisconsin
$57.3M +$231K +2,876 +0.4%
AWM
14
Avior Wealth Management
Nebraska
$50.8M -$2M -24,922 -4%
AT
15
American Trust
Kentucky
$49.9M -$5.94M -73,941 -11%
KAS
16
Kestra Advisory Services
Texas
$49.6M +$38.1M +474,617 +344%
Bank of America
17
Bank of America
North Carolina
$47.7M +$7.25M +90,176 +18%
BFA
18
Beaumont Financial Advisors
Massachusetts
$45.8M -$3.34M -41,550 -7%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$44.7M +$44.4M +552,141 New
Osaic Holdings
20
Osaic Holdings
Arizona
$41.7M +$18.1M +224,871 +77%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$40M +$24.9M +309,871 +169%
SC
22
Steph & Co
Wisconsin
$39.1M +$425K +5,291 +1%
PWA
23
Provenance Wealth Advisors
Florida
$29.1M +$1.73M +21,536 +6%
SWP
24
Stratos Wealth Partners
Ohio
$28.1M +$388K +4,826 +1%
SFG
25
Sterling Financial Group
California
$27.8M -$621K -7,729 -2%

JGRO Hedge Fund Activity: Q4 2024 in Review

227 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q4 2024, worth a combined $3.44B — up 56% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JGRO positions and 14 closed out — a net gain of 45 holders — while 120 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $576M. The largest seller was Citadel Advisors, exiting entirely with an estimated $51.9M sold.

  • 227 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q4 2024, up from 185 in Q3 2024.
  • Funds reported $3.44B of JPMorgan Active Growth ETF stock for Q4 2024, up 56% quarter-over-quarter.
  • 59 funds opened new JPMorgan Active Growth ETF positions in Q4 2024 and 14 closed out, a net change of +45 holders.
  • The largest JPMorgan Active Growth ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $576M added.
  • The largest JPMorgan Active Growth ETF seller in Q4 2024 was Citadel Advisors, an estimated $51.9M sold.

Based on aggregated 13F filings for Q4 2024.