JPMorgan Active Growth ETFJGROETF
13F holders, Q3 2024 (September 30)185holders +19
33new positions
11sold out
3famous investors
$76.88avg. 13F price*
At the end of Q3 2024, 185 institutions reported holding JPMorgan Active Growth ETF (JGRO) in their 13F filings, up 19 from Q2 2024. 33 opened new positions and 11 sold out. The largest holders were Captrust Financial Advisors ($228.3M), LPL Financial LLC ($195.6M) and Ameriprise Financial Inc. ($144.6M). 3 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Active Growth ETF
- CUSIP
- 46654Q609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $68.4M |
| Exits | 11 | $40.8M |
All 13F filers, Q2 2024 → Q3 2024: 7,470,951 shares bought and 1,582,380 shares sold, net +5,888,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Captrust Financial Advisors | 0.68% | Add +13.1% | 2,969,793 | $228.3M |
| LPL Financial LLC | 0.09% | Add +18.3% | 2,544,590 | $195.6M |
| Ameriprise Financial Inc. | 0.04% | Add +187.1% | 1,881,141 | $144.6M |
| JPMorgan Chase & Co. | 0.01% | Add +27.4% | 1,370,494 | $105.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +101.6% | 1,020,980 | $78.5M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -3.8% | 1,017,466 | $78.2M |
| UBS Group AG | 0.02% | Add +36.2% | 1,012,787 | $77.9M |
| Cwm, LLC | 0.32% | Add +15.1% | 961,254 | $73.9M |
| Janney Montgomery Scott LLC | 0.19% | Add +11.6% | 884,833 | $68.0M |
| Correct Capital Wealth Management | 14.05% | Add +4.8% | 825,521 | $63.5M |
| Royal Bank of Canada | 0.01% | Add +113.3% | 761,413 | $58.5M |
| Goldstein Advisors, LLC | 8.24% | Add +167.9% | 704,612 | $54.2M |
| American Trust | 4.37% | Reduce -0.9% | 689,345 | $53.0M |
| Citadel Advisors | 0.06% | Add +18712.7% | 675,000 | $51.9M |
| Avior Wealth Management, LLC | 2.00% | Reduce -6.3% | 651,741 | $50.1M |
| Beaumont Financial Advisors, LLC | 3.65% | Add +20.8% | 607,091 | $46.7M |
| Bank of America Corp. | 0.00% | Add +50.6% | 498,744 | $38.3M |
| Steph & Co. | 11.67% | Add +1.3% | 476,967 | $36.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +37.4% | 442,141 | $34.0M |
| Sterling Financial Group, Inc. | 11.51% | Reduce -0.7% | 350,413 | $26.9M |
| Stratos Wealth Partners, LTD. | 0.38% | Add +68.7% | 342,341 | $26.3M |
| Raymond James & Associates | 0.02% | Add +104.8% | 340,728 | $26.2M |
| Provenance Wealth Advisors, LLC | 3.24% | New | 337,802 | $26.0M |
| Osaic Holdings, Inc. | 0.05% | Add +18.9% | 290,226 | $22.3M |
| Vestmark Advisory Solutions, Inc. | 0.80% | Add +14.3% | 280,377 | $21.6M |
| Daymark Wealth Partners, LLC | 0.88% | Add +0.6% | 271,657 | $20.9M |
| Mariner, LLC | 0.04% | Add +2.0% | 271,655 | $20.9M |
| HUB Investment Partners, LLC | 0.90% | Reduce -1.9% | 266,734 | $20.5M |
| Advantage Trust Co | 13.78% | Reduce -2.1% | 263,909 | $20.3M |
| HighTower Advisors, LLC | 0.03% | Add +5.1% | 241,941 | $18.6M |
| Stifel Financial Corp. | 0.02% | Add +18.2% | 232,237 | $17.9M |
| Frontier Asset Management, LLC | 5.79% | Add +5.7% | 227,454 | $17.5M |
| Orrstown Financial Services Inc. | 4.57% | Reduce -7.7% | 201,303 | $15.5M |
| Strategic Planning Group, LLC | 2.84% | Reduce -0.3% | 187,213 | $14.4M |
| Jones Financial Companies LLLP | 0.01% | Add +188.5% | 183,878 | $14.1M |
| Financial Advocates Investment Management | 0.74% | Add +2.8% | 168,931 | $13.0M |
| Arlington Financial Advisors, LLC | 2.63% | Add +1.5% | 166,771 | $12.8M |
| Wagner Wealth Management, LLC | 3.20% | Add +3.6% | 154,062 | $11.8M |
| D.A. Davidson & Co. | 0.09% | Add +9.9% | 146,548 | $11.3M |
| Great Valley Advisor Group, Inc. | 0.27% | Add +175.0% | 144,764 | $11.1M |
| Ferguson Shapiro LLC | 4.05% | New | 141,156 | $10.9M |
| Kestra Advisory Services, LLC | 0.06% | Add +4.0% | 137,795 | $10.6M |
| Trust Co | 1.23% | New | 132,888 | $10.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +36.8% | 129,350 | $9.9M |
| Crumly & Associates Inc. | 2.70% | New | 127,296 | $9.8M |
| Cetera Investment Advisers | 0.02% | Add +61.5% | 126,219 | $9.7M |
| WCG Wealth Advisors LLC | 0.63% | Add +293.9% | 120,687 | $9.3M |
| MML Investors Services, LLC | 0.03% | Add +47.2% | 120,049 | $9.2M |
| Flagship Harbor Advisors, LLC | 0.50% | Add +9.0% | 118,370 | $9.1M |
| GGM Financial LLC | 7.64% | Reduce -0.3% | 115,230 | $8.9M |
| Tradition Wealth Management, LLC | 0.76% | Add +10.8% | 110,369 | $8.5M |
| John W. Brooker & Co., CPAs | 3.25% | Add +10.8% | 92,111 | $7.1M |
| MN Wealth Advisors, LLC | 3.91% | Add +10.3% | 89,336 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +27.1% | 83,581 | $6.4M |
| Integrated Wealth Concepts LLC | 0.07% | Add +225.7% | 76,305 | $5.9M |
| Strategic Blueprint, LLC | 0.36% | Add +26.7% | 75,034 | $5.8M |
| Sprinkle Financial Consultants LLC | 3.70% | Add +7.4% | 67,251 | $5.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +238.1% | 63,240 | $4.9M |
| Foundry Financial Group, Inc. | 2.97% | Add +2.1% | 61,866 | $4.8M |
| Visionary Wealth Advisors | 0.28% | Reduce -0.7% | 59,894 | $4.6M |
| Truist Financial Corp. | 0.01% | Reduce -75.0% | 56,000 | $4.3M |
| Resolute Wealth Strategies, LLC | 2.19% | Add +9.2% | 54,722 | $4.2M |
| CreativeOne Wealth, LLC | 0.13% | Add +11.6% | 48,747 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +159.7% | 48,472 | $3.7M |
| Prospera Financial Services Inc | 0.09% | Reduce -1.3% | 44,261 | $3.4M |
| IHT Wealth Management, LLC | 0.09% | Reduce -6.5% | 40,560 | $3.1M |
| Marshall Wace, LLP | 0.00% | Add +977.4% | 39,399 | $3.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Add +894.1% | 37,755 | $2.9M |
| Private Wealth Partners, LLC | 0.23% | Reduce -3.9% | 37,455 | $2.9M |
| Echo Wealth Management, LLC | 1.97% | Add +5.3% | 36,147 | $2.8M |
| TBH Global Asset Management, LLC | 0.56% | Add +23.3% | 33,630 | $2.6M |
| Stephens Inc. | 0.03% | Reduce -0.4% | 31,953 | $2.5M |
| Yarger Wealth Strategies, LLC | 1.33% | Add +40.4% | 31,226 | $2.4M |
| Perigon Wealth Management, LLC | 0.06% | Add +3.3% | 30,842 | $2.4M |
| Blue Investment Partners LLC | 0.97% | New | 30,693 | $2.4M |
| Good Life Advisors, LLC | 0.14% | Add +53.1% | 30,203 | $2.3M |
| LexAurum Advisors, LLC | 0.49% | Add +21.7% | 28,954 | $2.2M |
| Venture Visionary Partners LLC | 0.10% | New | 28,668 | $2.2M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -2.6% | 24,958 | $1.9M |
| Formidable Asset Management, LLC | 0.30% | Add +60.4% | 24,505 | $1.9M |
| Tyler-Stone Wealth Management | 0.35% | Add +511.3% | 23,778 | $1.8M |
| Mgo One Seven LLC | 0.08% | Add +24.9% | 22,960 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +35.4% | 22,103 | $1.7M |
| Fort Point Capital Partners LLC | 0.21% | Add +11.2% | 21,915 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Add +24.7% | 21,587 | $1.7M |
| IFP Advisors, Inc | 0.06% | Add +256.1% | 21,355 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +80.8% | 21,242 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +25.0% | 20,880 | $1.6M |
| Argent Trust Co | 0.06% | Add +16.9% | 20,168 | $1.6M |
| Semus Wealth Partners LLC | 1.06% | Add +14.8% | 19,775 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -6.5% | 19,093 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -13.2% | 18,745 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +31.7% | 16,369 | $1.3M |
| Objective Capital Management, LLC | 0.72% | — | 16,002 | $1.2M |
| Strategic Financial Concepts, LLC | 0.36% | Reduce -98.0% | 14,883 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +380.1% | 14,541 | $1.1M |
| IFG Advisory, LLC | 0.07% | Reduce -2.0% | 14,446 | $1.1M |
| Vima LLC | 2.09% | Add +22.4% | 13,221 | $1.0M |
| 3Chopt Investment Partners, LLC | 0.36% | Reduce -5.6% | 13,180 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +107.9% | 11,270 | $866K |
| Sanctuary Advisors, LLC | 0.01% | New | 10,399 | $841K |
| Ascent Group, LLC | 0.06% | Add +0.1% | 10,888 | $837K |
| Lake Street Private Wealth, LLC | 0.13% | Reduce -7.3% | 10,816 | $832K |
| Schneider Downs Wealth Management Advisors, LP | 0.17% | Add +49.0% | 10,657 | $819K |
| Prudential Financial Inc. | 0.00% | Reduce -8.3% | 10,648 | $819K |
| D. E. Shaw & Co. | 0.00% | New | 10,421 | $801K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.2% | 10,361 | $797K |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.5% | 10,357 | $796K |
| OneDigital Investment Advisors LLC | 0.01% | Add +29.0% | 10,348 | $796K |
| Sutton Place Investors LLC | 0.45% | Add +22.0% | 9,632 | $741K |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 9,586 | $737K |
| Global Retirement Partners, LLC | 0.02% | Reduce -8.7% | 9,459 | $727K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.9% | 9,190 | $707K |
| Ameritas Advisory Services, LLC | 0.03% | Add +8.0% | 8,179 | $629K |
| True Vision MN LLC | 0.37% | Add +151.6% | 8,090 | $622K |
| Apollon Wealth Management, LLC | 0.02% | No change | 7,872 | $605K |
| USAdvisors Wealth Management, LLC | 0.21% | Add +0.4% | 7,779 | $595K |
| Confluence Wealth Services, Inc. | 0.04% | Reduce -16.5% | 7,560 | $581K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Reduce -39.4% | 6,915 | $531K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,481 | $498K |
| Farther Finance Advisors, LLC | 0.02% | Add +49.9% | 6,431 | $494K |
| Cobblestone Asset Management LLC | 0.29% | Add +8.7% | 6,208 | $477K |
| Transcend Capital Advisors, LLC | 0.03% | Add +5.9% | 6,045 | $465K |
| Keystone Wealth Services, LLC | 0.13% | New | 5,913 | $455K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 5,880 | $452K |
| Argent Advisors, Inc. | 0.17% | No change | 5,790 | $445K |
| Perennial Investment Advisors, LLC | 0.06% | Add +64.0% | 5,640 | $434K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +355.8% | 5,574 | $429K |
| GeoWealth Management, LLC | 0.01% | Reduce -7.6% | 5,516 | $424K |
| GPS Wealth Strategies Group, LLC | 0.06% | No change | 5,436 | $418K |
| Kuhn & Co Investment Counsel | 0.35% | Add +9.7% | 5,310 | $408K |
| Park Place Capital Corp | 0.11% | New | 5,107 | $393K |
| Renaissance Technologies | 0.00% | Reduce -64.6% | 5,100 | $392K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.4% | 4,874 | $375K |
| Private Trust Co. NA | 0.04% | No change | 4,852 | $373K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +9.1% | 4,794 | $369K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -8.9% | 4,611 | $354K |
| Nwam LLC | 0.02% | New | 4,477 | $344K |
| New Wave Wealth Advisors LLC | 0.15% | Add +0.1% | 4,302 | $331K |
| Heritage Oak Wealth Advisors LLC | 0.15% | New | 4,302 | $331K |
| Firethorn Wealth Partners, LLC | 0.17% | Add +29.4% | 4,277 | $329K |
| Cozad Asset Management Inc. | 0.03% | New | 4,235 | $326K |
| Smith, Moore & Co. | 0.03% | Add +6.8% | 4,193 | $322K |
| World Investment Advisors | 0.01% | Add +8.7% | 4,170 | $321K |
| Worth Financial Advisory Group, LLC | 0.17% | Add +5.3% | 3,822 | $294K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +28.9% | 3,859 | $294K |
| Westside Investment Management, Inc. | 0.06% | No change | 3,819 | $274K |
| Fagan Associates, Inc. | 0.05% | New | 3,564 | $274K |
| Founders Financial Alliance, LLC | 0.08% | Add +9.2% | 3,557 | $273K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -41.5% | 3,508 | $270K |
| Clear Creek Financial Management, LLC | 0.03% | New | 3,400 | $261K |
| Ignite Planners, LLC | 0.06% | Add +8.9% | 3,399 | $261K |
| YHB Investment Advisors, Inc. | 0.02% | New | 3,201 | $246K |
| Nvwm, LLC | 0.06% | New | 3,000 | $231K |
| Northwest Capital Management Inc | 0.08% | Reduce -16.2% | 2,988 | $230K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 2,988 | $230K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,903 | $223K |
| Western Wealth Management, LLC | 0.01% | New | 2,894 | $223K |
| FCG Investment Co | 0.13% | New | 2,614 | $201K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | New | 2,612 | $201K |
| Comerica Bank | 0.00% | Add +1.8% | 2,578 | $198K |
| Principal Securities, Inc. | 0.00% | Reduce -32.8% | 1,734 | $133K |
| Morgan Stanley | 0.00% | Add +23.6% | 1,570 | $121K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,380 | $106K |
| Chilton Capital Management LLC | 0.00% | New | 1,378 | $106K |
| Parallel Advisors, LLC | 0.00% | No change | 1,300 | $100K |
| Continuum Advisory, LLC | 0.01% | Add +4.9% | 1,141 | $93K |
| Allworth Financial LP | 0.00% | No change | 998 | $77K |
| Crewe Advisors LLC | 0.01% | No change | 870 | $67K |
| Aptus Capital Advisors, LLC | 0.00% | Add +34.7% | 668 | $51K |
| AdvisorNet Financial, Inc | 0.00% | Add +156.9% | 596 | $46K |
| MCF Advisors LLC | 0.00% | New | 277 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 276 | $21K |
| LGT Financial Advisors LLC | 0.04% | Reduce -4.6% | 207 | $16K |
| Larson Financial Group LLC | 0.00% | New | 150 | $12K |
| First Horizon Advisors, Inc. | 0.00% | Add +594.1% | 118 | $9K |
| CoreCap Advisors, LLC | 0.00% | New | 106 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 105 | $8K |
| Northwest Financial Advisors | 0.00% | New | 70 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 53 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 43 | $3K |
| Clearstead Advisors, LLC | 0.00% | New | 16 | $1K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 10 | $769 |
| Sandy Spring Bank | 0.00% | New | 3 | $231 |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $77 |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.