JPMorgan Active Growth ETFJGROETF

13F holders, Q2 2026 (June 30)
370holders +17
33new positions
20sold out
3famous investors
$97.99avg. 13F price*

At the end of Q2 2026, 370 institutions reported holding JPMorgan Active Growth ETF (JGRO) in their 13F filings, up 17 from Q1 2026. 33 opened new positions and 20 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), LPL Financial LLC ($776.9M) and Captrust Financial Advisors ($433.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
JPMorgan Active Growth ETF
CUSIP
46654Q609
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 135Q1 2024Q2 2024: 166Q2 2024Q3 2024: 185Q3 2024Q4 2024: 227Q4 2024Q1 2025: 260Q1 2025Q2 2025: 290Q2 2025Q3 2025: 301Q3 2025Q4 2025: 352Q4 2025Q1 2026: 353Q1 2026Q2 2026: 370Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions33$29.4M
Exits20$14.0M

All 13F filers, Q1 2026 → Q2 2026: 6,599,112 shares bought and 4,125,182 shares sold, net +2,473,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 370 holders

JPMorgan Chase & Co. 0.07% Reduce -9.7% 11,862,545 $1.1B
LPL Financial LLC 0.17% Add +7.9% 7,879,633 $776.9M
Captrust Financial Advisors 0.66% Add +2.5% 4,399,109 $433.7M
Raymond James Financial Inc. 0.11% Add +21.9% 4,055,025 $399.8M
Ameriprise Financial Inc. 0.08% Reduce -13.8% 4,022,127 $396.6M
Jones Financial Companies LLLP 0.13% Add +15.5% 3,383,745 $318.2M
Bank of America Corp. 0.02% Add +12.3% 2,505,634 $247.0M
Commonwealth Equity Services, LLC 0.21% Add +9.3% 1,715,615 $169.1M
UBS Group AG 0.02% Add +6.9% 1,354,176 $133.5M
Royal Bank of Canada 0.02% Add +0.4% 1,353,914 $133.5M
Cetera Investment Advisers 0.12% Add +8.2% 1,294,276 $127.6M
Janney Montgomery Scott LLC 0.24% Reduce -18.5% 1,270,516 $125.3M
Envestnet Asset Management Inc. 0.03% Reduce -3.6% 1,190,363 $117.4M
Wells Fargo & Company 0.02% Add +23.4% 1,122,378 $110.7M
Private Advisor Group, LLC 0.49% Add +128.3% 1,095,108 $108.0M
Northwest Financial Advisors 13.00% Add +17203.8% 991,333 $97.7M
Osaic Holdings, Inc. 0.11% Add +27.9% 923,634 $91.1M
Wealth Enhancement Advisory Services, LLC 0.13% Add +6.7% 867,409 $79.5M
Goldstein Advisors, LLC 6.31% Add +3.2% 700,355 $69.0M
Avior Wealth Management, LLC 1.79% Reduce -13.1% 688,966 $67.9M
Integrated Wealth Concepts LLC 0.44% Add +92.4% 688,667 $67.9M
Focus Partners Wealth 0.07% Add +1.6% 680,124 $67.1M
American Trust 4.68% Add +2.0% 616,315 $60.8M
GGM Financial LLC 22.81% Add +1.5% 610,144 $60.2M
Great Valley Advisor Group, Inc. 0.90% Add +5.1% 578,497 $57.0M
Provenance Wealth Advisors, LLC 5.26% Add +0.1% 559,494 $55.2M
AlphaCore Capital LLC 0.98% Add +23.2% 541,589 $53.4M
Stifel Financial Corp. 0.04% Add +2.0% 532,643 $52.5M
Vestmark Advisory Solutions, Inc. 0.48% Reduce -0.0% 523,837 $51.6M
Steph & Co. 13.04% Add +0.9% 522,553 $51.5M
Stratos Wealth Partners, LTD. 0.47% Add +1.9% 467,890 $46.1M
Berman McAleer LLC 5.22% Add +0.9% 457,566 $45.1M
Bank of New York Mellon Corp 0.01% Add +7.0% 437,258 $43.1M
FMR LLC 0.00% Add +8.0% 420,635 $41.5M
Trust Co 3.74% Reduce -0.4% 420,100 $41.4M
HUB Investment Partners, LLC 0.75% Add +1.7% 411,446 $40.6M
HighTower Advisors, LLC 0.04% Add +0.0% 369,468 $36.4M
Frontier Asset Management, LLC 6.46% Add +2.3% 365,563 $36.0M
Daymark Wealth Partners, LLC 0.88% Reduce -18.3% 364,062 $35.9M
Kintra Wealth, LLC 1.66% Add +1059.7% 327,929 $31.8M
Advantage Trust Co 9.94% Add +0.3% 286,527 $28.2M
Sequoia Financial Advisors, LLC 0.14% Reduce -9.7% 278,090 $27.4M
WealthPlan Investment Management, LLC 1.30% Add +9.2% 265,976 $26.2M
MML Investors Services, LLC 0.05% Reduce -1.6% 258,950 $25.5M
Aprio Wealth Management, LLC 1.26% Reduce -20.9% 258,205 $25.5M
Crumly & Associates Inc. 4.69% Reduce -2.0% 248,565 $24.5M
Orrstown Financial Services Inc. 3.54% Add +3.0% 242,047 $23.9M
Allegheny Financial Group 2.38% Add +32.0% 227,274 $22.4M
PNC Financial Services Group, Inc. 0.01% Add +3.5% 223,203 $22.0M
Rockefeller Capital Management L.P. 0.03% Add +7.2% 214,888 $21.2M
Arlington Financial Advisors, LLC 2.67% Add +0.9% 213,622 $21.1M
Wagner Wealth Management, LLC 3.80% Add +6.8% 208,278 $20.5M
Tradition Wealth Management, LLC 1.22% Add +3.5% 202,549 $20.0M
Cary Street Partners Financial LLC 0.43% Reduce -61.7% 200,994 $19.8M
Cambridge Investment Research Advisors, Inc. 0.04% Add +1.8% 198,066 $19.5M
Kestra Advisory Services, LLC 0.06% Add +0.7% 197,676 $19.5M
Correct Capital Wealth Management 3.27% Reduce -7.7% 192,236 $19.0M
Sprinkle Financial Consultants LLC 7.36% Add +4.6% 190,225 $18.8M
D.A. Davidson & Co. 0.10% Reduce -4.9% 174,149 $17.2M
Resolute Wealth Strategies, LLC 6.36% Add +3.5% 166,483 $16.4M
&partners 0.06% Add +3.7% 150,380 $14.9M
Foundry Financial Group, Inc. 6.04% Add +4.1% 141,695 $14.0M
MLG Wealth Management DBA Pine Grove Financial Group 1.33% Reduce -14.9% 134,552 $13.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 124,022 $12.2M
Venture Visionary Partners LLC 0.33% Add +3.7% 118,915 $11.7M
Farther Finance Advisors, LLC 0.09% Add +385.8% 116,502 $11.5M
Strategic Financial Concepts, LLC 3.36% Add +33.3% 113,876 $11.3M
Natixis Advisors, LLC 0.01% Add +40.4% 112,779 $11.1M
Greenbush Financial Group, LLC 3.20% Add +4.4% 110,373 $10.9M
Penobscot Wealth Management 2.82% Reduce -0.8% 106,960 $10.5M
LexAurum Advisors, LLC 1.18% Add +29.1% 103,517 $10.2M
Copper Harbor Investment Advisors, LLC 2.14% — 102,595 $10.1M
Strategic Blueprint, LLC 0.50% Add +2.0% 101,930 $10.0M
Beaumont Financial Advisors, LLC 0.62% Reduce -1.2% 98,027 $9.7M
Exchange Traded Concepts, LLC 0.05% Add +7.9% 93,692 $9.2M
MN Wealth Advisors, LLC 3.70% Reduce -19.6% 88,130 $8.7M
Aurdan Capital Management, LLC 2.20% Add +16.0% 88,063 $8.7M
Western Wealth Management, LLC 0.28% Reduce -8.5% 87,995 $8.7M
Selby Wealth Management, LLC 3.05% Reduce -0.5% 87,222 $8.6M
Guided Capital Wealth Management, LLC 5.01% Add +0.5% 86,934 $8.6M
Kingsview Wealth Management, LLC 0.10% Add +9.7% 85,761 $8.5M
Keyvantage Wealth, LLC 3.12% Reduce -14.5% 83,692 $8.3M
Sagespring Wealth Partners, LLC 0.13% Add +9.7% 83,369 $8.2M
Welch Financial Planning, LLC 4.78% Reduce -39.8% 83,186 $8.2M
Perigon Wealth Management, LLC 0.12% Add +9.5% 75,008 $7.4M
Founders Financial Alliance, LLC 0.90% Add +2.3% 68,988 $6.8M
Morgan Stanley 0.00% Add +962.3% 68,858 $6.8M
Visionary Wealth Advisors 0.26% Add +10.1% 67,891 $6.7M
WCG Wealth Advisors LLC 0.16% Reduce -9.6% 67,678 $6.7M
Mgo One Seven LLC 0.11% Reduce -8.8% 67,613 $6.7M
Yarger Wealth Strategies, LLC 2.38% Add +6.0% 68,401 $6.6M
Modern Wealth Management, LLC 0.08% Add +3.9% 66,222 $6.5M
Potentia Wealth 2.66% New 65,922 $6.5M
Merited Wealth, LLC 4.50% Add +118.2% 64,580 $6.4M
DAVENPORT & Co LLC 0.03% Add +1153.4% 64,398 $6.3M
Alpha Advisors, LLC 4.49% Reduce -23.1% 60,633 $6.0M
Echo Wealth Management, LLC 3.04% Add +6.5% 60,403 $6.0M
NewEdge Advisors, LLC 0.02% Reduce -3.2% 57,949 $5.7M
Geneos Wealth Management Inc. 0.12% Reduce -36.6% 57,524 $5.7M
Stephens Inc. 0.06% Add +1.4% 56,826 $5.6M

"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.

Show all 370 holders