JPMorgan Active Growth ETFJGROETF
13F holders, Q4 2024 (December 31)227holders +42
39new positions
14sold out
1famous investor
$81.03avg. 13F price*
At the end of Q4 2024, 227 institutions reported holding JPMorgan Active Growth ETF (JGRO) in their 13F filings, up 42 from Q3 2024. 39 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($691.8M), LPL Financial LLC ($295.3M) and Ameriprise Financial Inc. ($281.3M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $96.4M |
| Exits | 14 | $58.1M |
All 13F filers, Q3 2024 → Q4 2024: 14,178,291 shares bought and 1,081,420 shares sold, net +13,096,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| JPMorgan Chase & Co. | 0.05% | Add +523.0% | 8,538,002 | $691.8M |
| LPL Financial LLC | 0.12% | Add +43.2% | 3,643,903 | $295.3M |
| Ameriprise Financial Inc. | 0.07% | Add +84.6% | 3,473,064 | $281.3M |
| Captrust Financial Advisors | 0.73% | Add +6.8% | 3,172,304 | $257.1M |
| Commonwealth Equity Services, LLC | 0.13% | Add +11.1% | 1,129,927 | $91.6M |
| Raymond James Financial Inc. | 0.03% | — | 1,114,886 | $90.3M |
| UBS Group AG | 0.02% | Add +4.5% | 1,058,569 | $85.8M |
| Cwm, LLC | 0.34% | Add +4.0% | 999,555 | $81.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.3% | 997,534 | $80.8M |
| Royal Bank of Canada | 0.02% | Add +28.0% | 974,947 | $79.0M |
| Janney Montgomery Scott LLC | 0.22% | Add +8.3% | 958,426 | $77.7M |
| Correct Capital Wealth Management | 13.59% | Add +2.0% | 841,980 | $68.2M |
| Goldstein Advisors, LLC | 8.33% | Add +0.4% | 707,488 | $57.3M |
| Avior Wealth Management, LLC | 1.86% | Reduce -3.8% | 626,819 | $50.8M |
| American Trust | 3.80% | Reduce -10.7% | 615,404 | $49.9M |
| Kestra Advisory Services, LLC | 0.27% | Add +344.4% | 612,412 | $49.6M |
| Bank of America Corp. | 0.00% | Add +18.1% | 588,920 | $47.7M |
| Beaumont Financial Advisors, LLC | 3.44% | Reduce -6.8% | 565,541 | $45.8M |
| Focus Partners Wealth | 0.12% | New | 552,141 | $44.7M |
| Osaic Holdings, Inc. | 0.09% | Add +77.5% | 515,097 | $41.7M |
| Jones Financial Companies LLLP | 0.04% | Add +168.5% | 493,749 | $40.0M |
| Steph & Co. | 13.19% | Add +1.1% | 482,258 | $39.1M |
| Provenance Wealth Advisors, LLC | 3.76% | Add +6.4% | 359,338 | $29.1M |
| Stratos Wealth Partners, LTD. | 0.40% | Add +1.4% | 347,167 | $28.1M |
| Sterling Financial Group, Inc. | 10.33% | Reduce -2.2% | 342,684 | $27.8M |
| Mariner, LLC | 0.04% | Add +16.7% | 316,901 | $25.7M |
| WCG Wealth Advisors LLC | 1.58% | Add +143.9% | 294,345 | $23.9M |
| HUB Investment Partners, LLC | 0.97% | Add +7.0% | 285,315 | $23.1M |
| Vestmark Advisory Solutions, Inc. | 0.80% | Add +1.7% | 285,039 | $23.1M |
| Advantage Trust Co | 13.49% | Add +7.2% | 282,980 | $22.9M |
| Daymark Wealth Partners, LLC | 0.94% | Add +0.8% | 273,813 | $22.2M |
| Stifel Financial Corp. | 0.02% | Add +12.9% | 262,156 | $21.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +93.8% | 250,691 | $20.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -4.6% | 230,868 | $18.7M |
| Orrstown Financial Services Inc. | 4.56% | Add +4.2% | 209,812 | $17.0M |
| Frontier Asset Management, LLC | 5.46% | Reduce -10.3% | 204,149 | $16.5M |
| Strategic Planning Group, LLC | 2.71% | Reduce -2.8% | 182,073 | $14.8M |
| Cetera Investment Advisers | 0.03% | Add +44.1% | 181,934 | $14.7M |
| Financial Advocates Investment Management | 0.79% | Add +0.6% | 169,987 | $13.8M |
| Arlington Financial Advisors, LLC | 2.71% | Add +1.0% | 168,478 | $13.7M |
| Great Valley Advisor Group, Inc. | 0.29% | Add +10.2% | 159,475 | $12.9M |
| Wagner Wealth Management, LLC | 3.33% | Add +3.2% | 159,056 | $12.9M |
| Tradition Wealth Management, LLC | 1.11% | Add +40.8% | 155,433 | $12.6M |
| Ferguson Shapiro LLC | 4.58% | Add +8.1% | 152,553 | $12.4M |
| D.A. Davidson & Co. | 0.10% | Add +0.7% | 147,545 | $12.0M |
| Crumly & Associates Inc. | 3.08% | Add +9.7% | 139,640 | $11.3M |
| Trust Co | 1.29% | Add +4.7% | 139,170 | $11.3M |
| Private Advisor Group, LLC | 0.06% | Add +179.2% | 135,338 | $11.0M |
| GGM Financial LLC | 10.50% | Add +5.6% | 121,644 | $9.9M |
| MML Investors Services, LLC | 0.03% | Add +0.3% | 120,383 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +34.7% | 112,614 | $9.1M |
| Geneos Wealth Management Inc. | 0.32% | New | 111,603 | $9.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +58.2% | 100,029 | $8.1M |
| John W. Brooker & Co., CPAs | 3.40% | Add +5.5% | 97,213 | $7.9M |
| MN Wealth Advisors, LLC | 4.11% | Add +0.8% | 90,059 | $7.3M |
| Integrated Wealth Concepts LLC | 0.08% | Add +16.0% | 88,520 | $7.2M |
| Sprinkle Financial Consultants LLC | 4.86% | Add +30.9% | 88,054 | $7.1M |
| Strategic Blueprint, LLC | 0.41% | Add +14.4% | 85,829 | $7.0M |
| Two Sigma Investments, LP | 0.02% | New | 84,000 | $6.8M |
| Flagship Harbor Advisors, LLC | 0.35% | Reduce -31.1% | 81,516 | $6.6M |
| Greenbush Financial Group, LLC | 3.35% | — | 78,392 | $6.4M |
| Guided Capital Wealth Management, LLC | 5.57% | — | 75,052 | $6.1M |
| Smith, Moore & Co. | 0.52% | Add +1573.1% | 70,152 | $5.7M |
| Centerpoint Advisory Group | 5.38% | — | 68,678 | $5.6M |
| Good Life Advisors, LLC | 0.38% | Add +113.0% | 64,341 | $5.2M |
| Modern Wealth Management, LLC | 0.19% | New | 63,152 | $5.1M |
| Foundry Financial Group, Inc. | 3.11% | Add +0.3% | 62,040 | $5.0M |
| Visionary Wealth Advisors | 0.29% | Add +2.1% | 61,184 | $5.0M |
| Resolute Wealth Strategies, LLC | 2.47% | Add +8.2% | 59,196 | $4.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.61% | Add +47.6% | 55,721 | $4.5M |
| Exchange Traded Concepts, LLC | 0.09% | New | 54,720 | $4.4M |
| NewEdge Advisors, LLC | 0.03% | Add +151.4% | 52,494 | $4.3M |
| Yarger Wealth Strategies, LLC | 2.40% | Add +64.3% | 51,314 | $4.2M |
| CreativeOne Wealth, LLC | 0.12% | Add +3.0% | 50,229 | $4.1M |
| Alpha Advisors, LLC | 4.08% | — | 48,948 | $4.0M |
| Empire Life Investments Inc. | 0.25% | New | 48,300 | $3.9M |
| Formidable Asset Management, LLC | 0.63% | Add +91.7% | 46,965 | $3.8M |
| Prospera Financial Services Inc | 0.08% | Reduce -1.8% | 43,463 | $3.5M |
| Tyler-Stone Wealth Management | 0.61% | Add +79.0% | 42,565 | $3.4M |
| IHT Wealth Management, LLC | 0.11% | Reduce -0.1% | 40,506 | $3.3M |
| Mgo One Seven LLC | 0.12% | Add +66.9% | 38,320 | $3.1M |
| Stephens Inc. | 0.04% | Add +19.1% | 38,045 | $3.1M |
| Private Wealth Partners, LLC | 0.24% | Add +1.3% | 37,955 | $3.1M |
| Renaissance Technologies | 0.00% | Add +643.1% | 37,900 | $3.1M |
| LexAurum Advisors, LLC | 0.59% | Add +26.2% | 36,529 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.08% | New | 36,307 | $2.9M |
| Echo Wealth Management, LLC | 2.00% | Reduce -1.0% | 35,800 | $2.9M |
| Perigon Wealth Management, LLC | 0.07% | Add +12.8% | 34,778 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +1064.5% | 34,794 | $2.8M |
| Argent Trust Co | 0.11% | Add +70.5% | 34,378 | $2.8M |
| Venture Visionary Partners LLC | 0.12% | Add +17.3% | 33,623 | $2.7M |
| Strategic Financial Concepts, LLC | 0.50% | Add +115.6% | 32,088 | $2.6M |
| Purus Wealth Management, LLC | 1.02% | New | 31,878 | $2.6M |
| Blue Investment Partners LLC | 0.92% | Add +1.1% | 31,041 | $2.5M |
| IFP Advisors, Inc | 0.08% | Add +40.9% | 30,095 | $2.4M |
| Cary Street Partners Financial LLC | 0.08% | — | 28,832 | $2.3M |
| Blue Oak Capital, LLC | 1.41% | — | 28,615 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -49.4% | 28,357 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +86.6% | 27,135 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +15.6% | 25,556 | $2.1M |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.