JPMorgan Active Growth ETFJGROETF
13F holders, Q1 2024 (March 31)135holders
1famous investor
$70.07avg. 13F price*
At the end of Q1 2024, 135 institutions reported holding JPMorgan Active Growth ETF (JGRO) in their 13F filings. The largest holders were Captrust Financial Advisors ($111.3M), LPL Financial LLC ($90.3M) and JPMorgan Chase & Co. ($71.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Active Growth ETF
- CUSIP
- 46654Q609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $115.2M |
| Exits | 6 | $1.4M |
Ownership 135 holders
| Captrust Financial Advisors | 0.41% | Add +13.4% | 1,584,813 | $111.3M |
| LPL Financial LLC | 0.05% | Add +36.8% | 1,286,382 | $90.3M |
| JPMorgan Chase & Co. | 0.01% | Add +14.4% | 1,019,155 | $71.6M |
| Cwm, LLC | 0.27% | Add +10.0% | 785,549 | $55.2M |
| Commonwealth Equity Services, LLC | 0.08% | Add +3.5% | 721,731 | $50.7M |
| Correct Capital Wealth Management | 11.69% | Reduce -1.3% | 721,097 | $50.6M |
| Janney Montgomery Scott LLC | 0.12% | Add +17.3% | 589,836 | $41.4M |
| Beaumont Financial Advisors, LLC | 3.39% | Add +17.0% | 585,528 | $41.1M |
| Steph & Co. | 11.88% | New | 491,699 | $34.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.2% | 477,799 | $33.5M |
| Avior Wealth Management, LLC | 1.38% | Add +94.1% | 424,129 | $29.8M |
| Sterling Financial Group, Inc. | 11.69% | Reduce -1.5% | 350,599 | $24.6M |
| Focus Partners Wealth | 0.18% | New | 329,743 | $22.0M |
| Daymark Wealth Partners, LLC | 1.12% | Reduce -5.0% | 296,179 | $20.8M |
| Advantage Trust Co | 13.63% | Add +0.1% | 263,359 | $18.5M |
| Goldstein Advisors, LLC | 3.09% | Reduce -4.6% | 257,554 | $18.1M |
| Truist Financial Corp. | 0.03% | Reduce -1.9% | 242,718 | $17.0M |
| Vestmark Advisory Solutions, Inc. | 0.70% | Reduce -5.5% | 232,638 | $16.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.6% | 226,645 | $15.9M |
| Orrstown Financial Services Inc. | 8.53% | Add +974.8% | 218,069 | $15.3M |
| Frontier Asset Management, LLC | 5.53% | Add +18.7% | 214,450 | $15.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -3.8% | 212,636 | $14.9M |
| Mariner, LLC | 0.03% | Add +14.7% | 212,002 | $14.9M |
| Stratos Wealth Partners, LTD. | 0.23% | New | 194,220 | $13.6M |
| Strategic Planning Group, LLC | 3.12% | Add +11.7% | 177,462 | $12.5M |
| Stifel Financial Corp. | 0.01% | Add +11.5% | 169,833 | $11.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +9.2% | 164,169 | $11.5M |
| Arlington Financial Advisors, LLC | 2.53% | New | 163,906 | $11.5M |
| Royal Bank of Canada | 0.00% | Add +71.6% | 159,594 | $11.2M |
| Wagner Wealth Management, LLC | 3.13% | Add +8.0% | 146,140 | $10.3M |
| Financial Advocates Investment Management | 0.59% | Add +581.3% | 144,949 | $10.2M |
| MML Investors Services, LLC | 0.04% | Add +92.7% | 143,414 | $10.1M |
| Raymond James & Associates | 0.01% | Add +254.6% | 129,736 | $9.1M |
| Kestra Advisory Services, LLC | 0.06% | Add +16.1% | 123,319 | $8.7M |
| UBS Group AG | 0.00% | Add +35.0% | 117,016 | $8.2M |
| Bank of America Corp. | 0.00% | New | 107,262 | $7.5M |
| Royal Harbor Partners, LLC | 3.22% | Add +392.4% | 105,111 | $7.4M |
| MN Wealth Advisors, LLC | 3.65% | Reduce -13.0% | 83,920 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | New | 83,455 | $5.9M |
| Flagship Harbor Advisors, LLC | 0.31% | Add +118.9% | 67,947 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +51.6% | 61,222 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +17.9% | 61,003 | $4.3M |
| Lincoln National Corp. | 0.06% | Add +21.9% | 54,777 | $3.8M |
| Citadel Advisors | 0.00% | New | 51,786 | $3.6M |
| John W. Brooker & Co., CPAs | 1.91% | Add +35.3% | 50,763 | $3.6M |
| Sprinkle Financial Consultants LLC | 2.89% | Add +19.7% | 48,164 | $3.4M |
| Visionary Wealth Advisors | 0.22% | Add +2.4% | 46,255 | $3.2M |
| Prospera Financial Services Inc | 0.10% | New | 45,434 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.6% | 44,714 | $3.1M |
| Resolute Wealth Strategies, LLC | 1.81% | New | 42,510 | $3.0M |
| Private Wealth Partners, LLC | 0.22% | Reduce -1.3% | 38,955 | $2.7M |
| Strategic Blueprint, LLC | 0.19% | Add +106.3% | 38,258 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +462.7% | 36,235 | $2.5M |
| CreativeOne Wealth, LLC | 0.09% | Add +30.8% | 33,689 | $2.4M |
| Echo Wealth Management, LLC | 1.83% | Add +9.2% | 31,478 | $2.2M |
| Perigon Wealth Management, LLC | 0.06% | Add +35.0% | 26,627 | $1.9M |
| Marshall Wace, LLP | 0.00% | Reduce -2.4% | 25,932 | $1.8M |
| D.A. Davidson & Co. | 0.02% | New | 25,425 | $1.8M |
| Cedar Brook Financial Partners, LLC | 0.35% | Add +1.2% | 25,026 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -24.1% | 22,918 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +83.5% | 22,469 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +48.6% | 17,443 | $1.2M |
| Stephens Inc. | 0.02% | Add +74.9% | 17,353 | $1.2M |
| Argent Trust Co | 0.05% | Add +27.3% | 16,558 | $1.2M |
| Yarger Wealth Strategies, LLC | 0.76% | Add +26.9% | 15,838 | $1.1M |
| LexAurum Advisors, LLC | 0.28% | Add +27.0% | 15,437 | $1.1M |
| 3Chopt Investment Partners, LLC | 0.41% | Reduce -11.3% | 14,101 | $990K |
| Lake Street Private Wealth, LLC | 0.13% | Reduce -4.4% | 13,365 | $938K |
| Fort Point Capital Partners LLC | 0.13% | New | 13,165 | $924K |
| Semus Wealth Partners LLC | 0.74% | Add +39.9% | 12,561 | $882K |
| NewEdge Advisors, LLC | 0.01% | Add +11.8% | 12,455 | $874K |
| Integrated Wealth Concepts LLC | 0.01% | New | 12,093 | $849K |
| IFG Advisory, LLC | 0.06% | New | 24,048 | $845K |
| Prudential Financial Inc. | 0.00% | Add +33.5% | 11,814 | $829K |
| Objective Capital Management, LLC | 0.52% | Add +17.4% | 10,993 | $772K |
| Ascent Group, LLC | 0.07% | Add +0.4% | 10,926 | $767K |
| Apollon Wealth Management, LLC | 0.02% | New | 10,872 | $763K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +19.1% | 10,847 | $762K |
| HUB Investment Partners, LLC | 0.04% | New | 10,513 | $738K |
| Wayfinding Financial, LLC | 0.39% | Reduce -14.3% | 9,615 | $666K |
| Private Advisor Group, LLC | 0.00% | Add +5.8% | 8,978 | $630K |
| TBH Global Asset Management, LLC | 0.11% | Add +11.3% | 8,002 | $562K |
| Avantax Advisory Services, Inc. | 0.00% | Add +106.9% | 7,336 | $515K |
| GeoWealth Management, LLC | 0.02% | Reduce -45.9% | 6,568 | $461K |
| Good Life Advisors, LLC | 0.04% | Add +18.9% | 6,523 | $458K |
| USAdvisors Wealth Management, LLC | 0.17% | Add +19.6% | 6,301 | $444K |
| Harbour Investments, Inc. | 0.02% | Add +765.5% | 6,197 | $435K |
| Sutton Place Investors LLC | 0.21% | Add +18.5% | 6,087 | $427K |
| Gateway Wealth Partners, LLC | 0.15% | Add +47.8% | 6,055 | $425K |
| Argent Advisors, Inc. | 0.16% | Add +3.5% | 5,890 | $414K |
| IFP Advisors, Inc | 0.02% | Add +15.3% | 5,866 | $412K |
| Confluence Wealth Services, Inc. | 0.04% | New | 5,784 | $406K |
| Security Financial Services, INC. | 0.09% | Reduce -19.6% | 5,441 | $382K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -30.4% | 5,436 | $382K |
| Kuhn & Co Investment Counsel | 0.34% | Add +34.5% | 5,189 | $364K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | New | 5,130 | $360K |
| Householder Group Estate & Retirement Specialist, LLC | 0.11% | Add +173.0% | 5,075 | $356K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -5.9% | 5,058 | $355K |
| Virtue Capital Management, LLC | 0.06% | Add +0.2% | 5,061 | $353K |
| Private Trust Co. NA | 0.04% | No change | 4,852 | $341K |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.