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JPMorgan Active Growth ETF

300 hedge funds and large institutions have $5.77B invested in JPMorgan Active Growth ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

104% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 77

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

18% more capital invested

Capital invested by funds: $4.89B → $5.77B (+$878M)

3% more funds holding

Funds holding: 290300 (+10)

1.01% less ownership

Funds ownership: 77.18%76.17% (-1%)

Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
3.94%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.35%
New
30
Increased
157
Reduced
77
Closed
12
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
$982M +$99.8M +1,118,113 +12%
LPL Financial
2
LPL Financial
California
$566M +$46.9M +525,631 +10%
Ameriprise
3
Ameriprise
Minnesota
$396M +$6.95M +77,857 +2%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$350M +$8.57M +96,009 +3%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$197M +$32.6M +365,746 +21%
Raymond James Financial
6
Raymond James Financial
Florida
$180M +$34.3M +384,363 +25%
Bank of America
7
Bank of America
North Carolina
$175M +$23M +258,011 +16%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$141M +$1.18M +13,276 +0.9%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$139M +$4.47M +50,038 +3%
UBS Group
10
UBS Group
Switzerland
$125M +$1.95M +21,802 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$121M -$12.6M -140,796 -10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$96.5M +$6.95M +77,874 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$91.9M +$5.98M +67,021 +7%
CCWM
14
Correct Capital Wealth Management
Missouri
$83.8M -$5.43M -60,863 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$81.7M +$3.89M +43,632 +5%
AWM
16
Avior Wealth Management
Nebraska
$78.2M -$1.37M -15,387 -2%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$77.1M +$5.92M +66,394 +9%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$60.5M +$3.86M +43,306 +7%
GA
19
Goldstein Advisors
Wisconsin
$60.4M -$917K -10,275 -2%
AT
20
American Trust
Kentucky
$59.4M +$15.9M +178,598 +39%
Citadel Advisors
21
Citadel Advisors
Florida
$57.6M +$52.4M +587,439 +2,199%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$51.7M -$49M -548,747 -50%
GF
23
GGM Financials
Ohio
$49.9M -$2.2M -24,661 -4%
GVAG
24
Great Valley Advisor Group
Delaware
$49.7M -$858K -9,611 -2%
PAG
25
Private Advisor Group
New Jersey
$46.3M +$22M +247,023 +100%