JPMorgan Active Growth ETFJGROETF
13F holders, Q2 2024 (June 30)166holders +31
39new positions
9sold out
2famous investors
$72.75avg. 13F price*
At the end of Q2 2024, 166 institutions reported holding JPMorgan Active Growth ETF (JGRO) in their 13F filings, up 31 from Q1 2024. 39 opened new positions and 9 sold out. The largest holders were Captrust Financial Advisors ($197.3M), LPL Financial LLC ($161.6M) and JPMorgan Chase & Co. ($80.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $136.7M |
| Exits | 9 | $10.6M |
All 13F filers, Q1 2024 → Q2 2024: 7,780,480 shares bought and 499,910 shares sold, net +7,280,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Captrust Financial Advisors | 0.64% | Add +65.7% | 2,625,302 | $197.3M |
| LPL Financial LLC | 0.08% | Add +67.2% | 2,150,369 | $161.6M |
| JPMorgan Chase & Co. | 0.01% | Add +5.5% | 1,075,667 | $80.8M |
| Commonwealth Equity Services, LLC | 0.13% | Add +46.5% | 1,057,564 | $79.5M |
| Cwm, LLC | 0.30% | Add +6.3% | 834,910 | $62.7M |
| Janney Montgomery Scott LLC | 0.18% | Add +34.4% | 792,848 | $59.6M |
| Correct Capital Wealth Management | 13.83% | Add +9.2% | 787,733 | $59.2M |
| UBS Group AG | 0.02% | Add +535.4% | 743,549 | $55.9M |
| American Trust | 4.28% | New | 695,401 | $52.3M |
| Avior Wealth Management, LLC | 2.25% | Add +63.9% | 695,212 | $52.2M |
| Ameriprise Financial Inc. | 0.01% | New | 655,337 | $49.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.0% | 506,374 | $38.1M |
| Beaumont Financial Advisors, LLC | 3.02% | Reduce -14.2% | 502,541 | $37.8M |
| Steph & Co. | 12.06% | Reduce -4.2% | 470,829 | $35.4M |
| Focus Partners Wealth | 0.09% | Add +11.8% | 368,537 | $27.7M |
| Royal Bank of Canada | 0.01% | Add +123.7% | 357,030 | $26.8M |
| Sterling Financial Group, Inc. | 12.03% | Add +0.6% | 352,701 | $26.5M |
| Bank of America Corp. | 0.00% | Add +208.8% | 331,241 | $24.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +96.1% | 321,913 | $24.2M |
| HUB Investment Partners, LLC | 0.99% | Add +2487.6% | 272,032 | $20.4M |
| Daymark Wealth Partners, LLC | 0.93% | Reduce -8.8% | 270,125 | $20.3M |
| Advantage Trust Co | 14.55% | Add +2.4% | 269,641 | $20.3M |
| Mariner, LLC | 0.04% | Add +25.6% | 266,386 | $20.0M |
| Goldstein Advisors, LLC | 3.31% | Add +2.1% | 263,052 | $19.8M |
| Vestmark Advisory Solutions, Inc. | 0.77% | Add +5.4% | 245,282 | $18.4M |
| Osaic Holdings, Inc. | 0.04% | Add +14.8% | 244,163 | $18.3M |
| HighTower Advisors, LLC | 0.03% | Add +1.6% | 230,266 | $17.3M |
| Truist Financial Corp. | 0.03% | Reduce -7.9% | 223,567 | $16.8M |
| Orrstown Financial Services Inc. | 8.65% | Add +0.0% | 218,091 | $16.4M |
| Frontier Asset Management, LLC | 5.86% | Add +0.4% | 215,215 | $16.2M |
| Stratos Wealth Partners, LTD. | 0.25% | Add +4.5% | 202,993 | $15.3M |
| Stifel Financial Corp. | 0.02% | Add +15.7% | 196,527 | $14.8M |
| Strategic Planning Group, LLC | 3.08% | Add +5.8% | 187,753 | $14.1M |
| Raymond James & Associates | 0.01% | Add +28.2% | 166,372 | $12.5M |
| Arlington Financial Advisors, LLC | 2.71% | Add +0.3% | 164,319 | $12.3M |
| Financial Advocates Investment Management | 0.77% | Add +13.3% | 164,282 | $12.3M |
| Wagner Wealth Management, LLC | 3.34% | Add +1.8% | 148,704 | $11.2M |
| D.A. Davidson & Co. | 0.09% | Add +424.3% | 133,297 | $10.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +7.4% | 132,436 | $10.0M |
| GGM Financial LLC | 7.99% | — | 115,567 | $8.7M |
| Flagship Harbor Advisors, LLC | 0.49% | Add +59.8% | 108,589 | $8.2M |
| Royal Harbor Partners, LLC | 3.29% | Add +0.8% | 105,904 | $8.0M |
| Tradition Wealth Management, LLC | 0.72% | New | 99,638 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +55.0% | 94,541 | $7.1M |
| John W. Brooker & Co., CPAs | 3.13% | Add +63.7% | 83,094 | $6.2M |
| MML Investors Services, LLC | 0.02% | Reduce -43.1% | 81,539 | $6.1M |
| MN Wealth Advisors, LLC | 3.53% | Reduce -3.5% | 80,959 | $6.1M |
| Cetera Investment Advisers | 0.01% | Add +115.7% | 78,144 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +47.1% | 65,783 | $4.9M |
| Jones Financial Companies LLLP | 0.01% | Add +1434.5% | 63,744 | $4.8M |
| Sprinkle Financial Consultants LLC | 3.71% | Add +30.0% | 62,598 | $4.7M |
| Foundry Financial Group, Inc. | 3.14% | New | 60,587 | $4.6M |
| Visionary Wealth Advisors | 0.30% | Add +30.4% | 60,305 | $4.5M |
| Strategic Blueprint, LLC | 0.30% | Add +54.8% | 59,236 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.11% | New | 52,641 | $4.0M |
| Resolute Wealth Strategies, LLC | 2.17% | Add +17.9% | 50,108 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -44.6% | 46,255 | $3.5M |
| Prospera Financial Services Inc | 0.09% | Reduce -1.3% | 44,838 | $3.4M |
| CreativeOne Wealth, LLC | 0.17% | Add +29.7% | 43,682 | $3.3M |
| IHT Wealth Management, LLC | 0.12% | New | 43,374 | $3.3M |
| Private Wealth Partners, LLC | 0.22% | No change | 38,955 | $2.9M |
| Echo Wealth Management, LLC | 1.94% | Add +9.0% | 34,322 | $2.6M |
| Stephens Inc. | 0.04% | Add +84.8% | 32,071 | $2.4M |
| WCG Wealth Advisors LLC | 0.17% | New | 30,637 | $2.3M |
| Perigon Wealth Management, LLC | 0.07% | Add +12.1% | 29,858 | $2.2M |
| TBH Global Asset Management, LLC | 0.46% | Add +241.0% | 27,287 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.05% | New | 25,614 | $1.9M |
| LexAurum Advisors, LLC | 0.44% | Add +54.1% | 23,794 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +93.7% | 23,425 | $1.8M |
| Yarger Wealth Strategies, LLC | 1.01% | Add +40.4% | 22,241 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -3.9% | 21,584 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -10.9% | 20,427 | $1.5M |
| Good Life Advisors, LLC | 0.12% | Add +202.4% | 19,725 | $1.5M |
| Fort Point Capital Partners LLC | 0.19% | Add +49.7% | 19,706 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +18603.0% | 18,703 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +107.9% | 18,663 | $1.4M |
| Mgo One Seven LLC | 0.07% | New | 18,380 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Add +179.4% | 17,317 | $1.3M |
| Argent Trust Co | 0.06% | Add +4.2% | 17,258 | $1.3M |
| Semus Wealth Partners LLC | 1.00% | Add +37.1% | 17,228 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +34.1% | 16,700 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.4% | 16,328 | $1.2M |
| Formidable Asset Management, LLC | 0.19% | New | 15,280 | $1.1M |
| IFG Advisory, LLC | 0.07% | Reduce -38.7% | 14,745 | $1.1M |
| Renaissance Technologies | 0.00% | New | 14,400 | $1.1M |
| 3Chopt Investment Partners, LLC | 0.32% | Reduce -1.0% | 13,962 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +14.6% | 12,427 | $934K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 11,751 | $883K |
| Relative Value Partners Group, LLC | 0.11% | New | 11,670 | $877K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -12.7% | 11,670 | $877K |
| Prudential Financial Inc. | 0.00% | Reduce -1.7% | 11,610 | $872K |
| Householder Group Estate & Retirement Specialist, LLC | 0.24% | Add +125.0% | 11,419 | $858K |
| Ascent Group, LLC | 0.07% | Reduce -0.5% | 10,872 | $817K |
| Vima LLC | 1.79% | New | 10,805 | $812K |
| Dynamic Advisor Solutions LLC | 0.03% | New | 10,704 | $804K |
| Global Retirement Partners, LLC | 0.02% | Add +568.1% | 10,363 | $779K |
| Wayfinding Financial, LLC | 0.40% | Reduce -0.9% | 9,527 | $715K |
| Avantax Advisory Services, Inc. | 0.00% | Add +25.5% | 9,207 | $692K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +169.9% | 9,110 | $685K |
| Confluence Wealth Services, Inc. | 0.05% | Add +56.5% | 9,053 | $680K |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.