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JPMorgan Active Growth ETF

290 hedge funds and large institutions have $4.89B invested in JPMorgan Active Growth ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 14

157% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 61

31% more capital invested

Capital invested by funds: $3.75B → $4.89B (+$1.15B)

12% more funds holding

Funds holding: 259290 (+31)

0.88% less ownership

Funds ownership: 78.06%77.18% (-0.88%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
290
Holders Change
+31
Holders Change %
+11.97%
% of All Funds
3.82%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
48
Increased
157
Reduced
61
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
$805M +$59.6M +766,315 +9%
LPL Financial
2
LPL Financial
California
$474M +$85.4M +1,099,020 +25%
Ameriprise
3
Ameriprise
Minnesota
$357M -$12.2M -157,132 -4%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$313M +$20.4M +262,875 +8%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$150M +$63.2M +812,419 +86%
Bank of America
6
Bank of America
North Carolina
$139M +$10.9M +140,188 +10%
Raymond James Financial
7
Raymond James Financial
Florida
$132M +$3.54M +45,507 +3%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$128M +$16M +205,582 +16%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$123M +$7.78M +100,060 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$123M +$19.5M +250,937 +21%
UBS Group
11
UBS Group
Switzerland
$113M +$12.7M +163,865 +14%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$94.7M +$52.9M +680,460 +162%
CCWM
13
Correct Capital Wealth Management
Missouri
$82.2M +$9.41M +121,065 +15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$81.9M -$12.6M -162,710 -15%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$78.6M -$11.6M -148,853 -14%
Osaic Holdings
16
Osaic Holdings
Arizona
$73.2M +$21.2M +272,429 +47%
AWM
17
Avior Wealth Management
Nebraska
$73.1M +$4.81M +61,880 +8%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$65.3M +$34.2M +440,460 +140%
GA
19
Goldstein Advisors
Wisconsin
$56.3M -$4.63M -59,513 -8%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$51.8M +$1.29M +16,573 +3%
GF
21
GGM Financials
Ohio
$47.9M +$1.84M +23,644 +4%
GVAG
22
Great Valley Advisor Group
Delaware
$46.5M -$9.09M -116,926 -18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$43.8M +$350K +4,504 +0.9%
SC
24
Steph & Co
Wisconsin
$41.3M +$250K +3,216 +0.7%
SWP
25
Stratos Wealth Partners
Ohio
$41.1M +$2.68M +34,487 +8%

JGRO Hedge Fund Activity: Q2 2025 in Review

290 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Growth ETF (JGRO) for Q2 2025, worth a combined $4.89B — up 31% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new JGRO positions and 14 closed out — a net gain of 34 holders — while 157 added to existing stakes and 61 trimmed.

The largest buyer was LPL Financial, adding an estimated $85.4M. The largest seller was Provenance Wealth Advisors, cutting an estimated $15.4M.

  • 290 institutional investors held JPMorgan Active Growth ETF (JGRO) as of Q2 2025, up from 259 in Q1 2025.
  • Funds reported $4.89B of JPMorgan Active Growth ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 48 funds opened new JPMorgan Active Growth ETF positions in Q2 2025 and 14 closed out, a net change of +34 holders.
  • The largest JPMorgan Active Growth ETF buyer in Q2 2025 was LPL Financial, an estimated $85.4M added.
  • The largest JPMorgan Active Growth ETF seller in Q2 2025 was Provenance Wealth Advisors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q2 2025.