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JPMorgan Active Growth ETF

350 hedge funds and large institutions have $6.36B invested in JPMorgan Active Growth ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 188 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 10

194% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 64

17% more funds holding

Funds holding: 300350 (+50)

10% more capital invested

Capital invested by funds: $5.77B → $6.36B (+$591M)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.3% less ownership

Funds ownership: 76.17%74.88% (-1.3%)

Holders
350
Holders Change
+50
Holders Change %
+16.67%
% of All Funds
4.26%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.35%
New
65
Increased
188
Reduced
64
Closed
10
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
$1.2B +$232M +2,472,865 +24%
LPL Financial
2
LPL Financial
California
$642M +$82.9M +884,710 +15%
Ameriprise
3
Ameriprise
Minnesota
$431M +$39.1M +417,367 +10%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$364M +$17.5M +186,762 +5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$230M +$33.8M +360,645 +17%
Raymond James Financial
6
Raymond James Financial
Florida
$214M +$36.4M +387,862 +20%
Bank of America
7
Bank of America
North Carolina
$182M +$8.36M +89,228 +5%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$148M +$8.44M +90,051 +6%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$135M -$3.03M -32,323 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$134M +$14M +148,912 +12%
UBS Group
11
UBS Group
Switzerland
$120M -$3.91M -41,700 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$118M +$22.2M +236,555 +23%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$103M +$12.1M +128,865 +13%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$80.6M +$3.76M +40,147 +5%
AWM
15
Avior Wealth Management
Nebraska
$75M -$2.42M -25,813 -3%
CCWM
16
Correct Capital Wealth Management
Missouri
$71.4M -$11.7M -124,656 -14%
Osaic Holdings
17
Osaic Holdings
Arizona
$71.3M -$11.8M -126,157 -14%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$61.9M +$2.07M +22,089 +3%
GA
19
Goldstein Advisors
Wisconsin
$59.8M +$76.2K +813 +0.1%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$56.6M +$5.45M +58,190 +11%
PWA
21
Provenance Wealth Advisors
Florida
$54.2M +$13.2M +140,945 +32%
AT
22
American Trust
Kentucky
$53.4M -$5.51M -58,830 -9%
GVAG
23
Great Valley Advisor Group
Delaware
$52.5M +$3.35M +35,761 +7%
GF
24
GGM Financials
Ohio
$50M +$695K +7,415 +1%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$49.7M +$6M +63,985 +14%