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JPMorgan Active Growth ETF

259 hedge funds and large institutions have $3.75B invested in JPMorgan Active Growth ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

260% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 43

14% more funds holding

Funds holding: 227259 (+32)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

9% more capital invested

Capital invested by funds: $3.44B → $3.75B (+$308M)

2.49% less ownership

Funds ownership: 80.55%78.06% (-2.5%)

Holders
259
Holders Change
+32
Holders Change %
+14.1%
% of All Funds
3.47%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
44
Increased
155
Reduced
43
Closed
9
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
$634M +$3.81M +47,387 +0.6%
LPL Financial
2
LPL Financial
California
$326M +$61.9M +769,365 +21%
Ameriprise
3
Ameriprise
Minnesota
$317M +$66.7M +829,024 +24%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$249M +$16M +199,295 +6%
Raymond James Financial
5
Raymond James Financial
Florida
$110M +$30.1M +373,951 +34%
Bank of America
6
Bank of America
North Carolina
$108M +$70.8M +881,144 +150%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$98.5M +$26.9M +335,092 +34%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$94.6M +$26M +323,282 +34%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$87.3M +$4.3M +53,468 +5%
UBS Group
10
UBS Group
Switzerland
$84.5M +$6.91M +86,003 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$82.2M +$11.2M +139,575 +14%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$78.3M +$5.16M +64,121 +6%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$69.6M +$36.3M +450,998 +91%
CCWM
14
Correct Capital Wealth Management
Missouri
$61.5M -$682K -8,477 -1%
AWM
15
Avior Wealth Management
Nebraska
$58.1M +$12.9M +160,366 +26%
GA
16
Goldstein Advisors
Wisconsin
$52.7M +$505K +6,286 +0.9%
GVAG
17
Great Valley Advisor Group
Delaware
$48.5M +$40M +497,464 +312%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$43.2M +$2.67M +33,229 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$42.7M +$5.07M +63,061 +12%
GF
20
GGM Financials
Ohio
$39.3M +$33.1M +411,148 +338%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$37.2M +$40.6M +504,664 New
SC
22
Steph & Co
Wisconsin
$35.2M -$417K -5,191 -1%
SWP
23
Stratos Wealth Partners
Ohio
$32.7M +$7.71M +95,930 +28%
AT
24
American Trust
Kentucky
$31.5M -$15.1M -188,254 -31%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$31M +$10.8M +134,751 +47%

JGRO Hedge Fund Activity: Q1 2025 in Review

259 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q1 2025, worth a combined $3.75B — up 9% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JGRO positions and 9 closed out — a net gain of 35 holders — while 155 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $70.8M. The largest seller was Kestra Advisory Services, cutting an estimated $31.8M.

  • 259 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q1 2025, up from 227 in Q4 2024.
  • Funds reported $3.75B of JPMorgan Active Growth ETF stock for Q1 2025, up 9% quarter-over-quarter.
  • 44 funds opened new JPMorgan Active Growth ETF positions in Q1 2025 and 9 closed out, a net change of +35 holders.
  • The largest JPMorgan Active Growth ETF buyer in Q1 2025 was Bank of America, an estimated $70.8M added.
  • The largest JPMorgan Active Growth ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $31.8M sold.

Based on aggregated 13F filings for Q1 2025.