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 |
| Equitable Holdings, Inc. | 0.02% | Add +117.3% | 24,485 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +45.8% | 23,866 | $1.9M |
| Belpointe Asset Management LLC | 0.12% | New | 23,764 | $1.9M |
| 5T Wealth, LLC | 1.05% | — | 23,557 | $1.9M |
| Aurdan Capital Management, LLC | 0.73% | — | 23,351 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +8.7% | 23,093 | $1.9M |
| Fort Point Capital Partners LLC | 0.21% | Add +3.6% | 22,706 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -9.1% | 22,691 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | New | 22,061 | $1.8M |
| Keystone Wealth Services, LLC | 0.47% | Add +270.5% | 21,906 | $1.8M |
| Semus Wealth Partners LLC | 1.17% | Add +9.8% | 21,717 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +369.7% | 21,657 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 19,981 | $1.6M |
| Fermata Advisors, LLC | 0.30% | New | 19,830 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -4.0% | 17,998 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +58.8% | 16,511 | $1.4M |
| IFG Advisory, LLC | 0.08% | Add +16.1% | 16,767 | $1.4M |
| Carnegie Investment Counsel | 0.04% | New | 16,624 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -12.9% | 16,623 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -26.6% | 15,837 | $1.3M |
| Cambridge Advisors Inc. | 0.28% | New | 15,670 | $1.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.22% | Add +38.2% | 14,731 | $1.2M |
| 3Chopt Investment Partners, LLC | 0.41% | Add +11.2% | 14,653 | $1.2M |
| Objective Capital Management, LLC | 0.79% | Reduce -8.5% | 14,641 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +37.8% | 14,279 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +24.8% | 12,920 | $1.0M |
| Keyvantage Wealth, LLC | 0.71% | — | 12,281 | $995K |
| TBH Global Asset Management, LLC | 0.23% | Reduce -67.6% | 10,900 | $958K |
| OneDigital Investment Advisors LLC | 0.01% | Add +12.4% | 11,628 | $942K |
| Lake Street Private Wealth, LLC | 0.15% | Add +7.5% | 11,626 | $942K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +23.3% | 11,331 | $918K |
| Ascent Group, LLC | 0.07% | Reduce -1.5% | 10,727 | $869K |
| Perennial Investment Advisors, LLC | 0.10% | Add +82.3% | 10,280 | $833K |
| Sutton Place Investors LLC | 0.47% | Add +5.0% | 10,115 | $820K |
| Clearstead Advisors, LLC | 0.01% | Add +62637.5% | 10,038 | $813K |
| Wayfinding Financial, LLC | 0.43% | New | 10,012 | $811K |
| Global Retirement Partners, LLC | 0.02% | Reduce -0.1% | 9,449 | $766K |
| Axis Wealth Partners, LLC | 0.64% | — | 9,365 | $759K |
| Creative Planning | 0.00% | New | 9,358 | $758K |
| Snowden Capital Advisors LLC | 0.02% | Add +44.2% | 9,345 | $757K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +91.1% | 9,162 | $742K |
| Cozad Asset Management Inc. | 0.07% | Add +114.1% | 9,067 | $735K |
| Triad Wealth Partners, LLC | 0.26% | New | 8,982 | $728K |
| USAdvisors Wealth Management, LLC | 0.23% | Add +13.4% | 8,821 | $714K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1.9% | 8,331 | $675K |
| Confluence Wealth Services, Inc. | 0.04% | Add +2.2% | 7,729 | $659K |
| Apollon Wealth Management, LLC | 0.01% | No change | 7,872 | $638K |
| True Vision MN LLC | 0.38% | Reduce -2.9% | 7,852 | $636K |
| Barnes Wealth Management Group, Inc | 0.42% | — | 7,690 | $623K |
| Cobblestone Asset Management LLC | 0.41% | Add +23.4% | 7,664 | $621K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +91.5% | 7,391 | $599K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +20.9% | 6,738 | $546K |
| New Wave Wealth Advisors LLC | 0.20% | Add +41.7% | 6,094 | $494K |
| Wedbush Securities Inc. | 0.02% | Add +23.8% | 6,034 | $489K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -2.2% | 5,752 | $466K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +0.9% | 5,487 | $445K |
| Kuhn & Co Investment Counsel | 0.37% | Add +2.1% | 5,422 | $439K |
| High Net Worth Advisory Group LLC | 0.12% | New | 5,391 | $437K |
| Cary Street Partners Investment Advisory LLC | 0.28% | Reduce -45.7% | 5,203 | $422K |
| Park Place Capital Corp | 0.12% | No change | 5,107 | $414K |
| Essex Financial Services, Inc. | 0.03% | New | 5,098 | $413K |
| Gateway Wealth Partners, LLC | 0.11% | Add +44.4% | 5,067 | $411K |
| Private Trust Co. NA | 0.04% | No change | 4,852 | $393K |
| Jane Street Group, LLC | 0.00% | New | 4,708 | $381K |
| Nautilus Advisors LLC | 0.30% | — | 4,653 | $377K |
| GeoWealth Management, LLC | 0.01% | Reduce -20.9% | 4,362 | $353K |
| Independent Financial Group, LLC | 0.01% | New | 4,314 | $350K |
| Comprehensive Financial Planning, Inc. | 0.29% | — | 4,244 | $344K |
| Nwam LLC | 0.02% | Reduce -5.3% | 4,242 | $344K |
| Cordgrass Capital Advisors, LLC | 0.10% | New | 4,206 | $341K |
| Firethorn Wealth Partners, LLC | 0.17% | Reduce -3.0% | 4,147 | $336K |
| World Investment Advisors | 0.01% | Reduce -0.6% | 4,145 | $336K |
| Benjamin Edwards Inc. | 0.00% | New | 4,051 | $328K |
| Worth Financial Advisory Group, LLC | 0.20% | Add +5.1% | 4,018 | $326K |
| Fagan Associates, Inc. | 0.05% | Add +11.1% | 3,958 | $321K |
| Drive Wealth Management, LLC | 0.08% | New | 3,928 | $318K |
| HMV Wealth Advisors, LLC | 0.32% | — | 3,914 | $317K |
| Lakeridge Wealth Management LLC | 0.16% | New | 3,853 | $312K |
| AdvisorNet Financial, Inc | 0.03% | Add +530.9% | 3,760 | $305K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +28.7% | 3,736 | $303K |
| Twin Peaks Wealth Advisors, LLC | 0.13% | New | 3,688 | $299K |
| Householder Group Estate & Retirement Specialist, LLC | 0.22% | Reduce -46.8% | 3,677 | $297K |
| Westside Investment Management, Inc. | 0.06% | Reduce -5.0% | 3,627 | $294K |
| Ignite Planners, LLC | 0.06% | Add +3.4% | 3,514 | $290K |
| Western Wealth Management, LLC | 0.02% | Add +23.5% | 3,575 | $290K |
| Founders Financial Alliance, LLC | 0.08% | No change | 3,557 | $288K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 3,400 | $276K |
| Advisory Services Network, LLC | 0.01% | New | 3,393 | $275K |
| YHB Investment Advisors, Inc. | 0.02% | Add +0.5% | 3,218 | $261K |
| Silver Oak Securities, Incorporated | 0.02% | New | 3,134 | $256K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -51.8% | 3,098 | $251K |
| Northwest Capital Management Inc | 0.11% | Add +1.6% | 3,036 | $246K |
| Nvwm, LLC | 0.06% | No change | 3,000 | $243K |
| Fortis Group Advisors, LLC | 0.04% | New | 2,960 | $240K |
| Allegheny Financial Group | 0.06% | New | 2,883 | $234K |
| International Assets Investment Management, LLC | 0.02% | New | 2,733 | $222K |
| Comerica Bank | 0.00% | Add +2.1% | 2,631 | $213K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 2,612 | $212K |
| Hartford Financial Management Inc. | 0.04% | New | 2,607 | $211K |
| Empirical Asset Management, LLC | 0.07% | New | 2,594 | $210K |
| Fourth Dimension Wealth, LLC | 0.08% | — | 1,801 | $162K |
| Morgan Stanley | 0.00% | Add +25.2% | 1,966 | $159K |
| Principal Securities, Inc. | 0.00% | Reduce -0.3% | 1,728 | $140K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,380 | $112K |
| Parallel Advisors, LLC | 0.00% | No change | 1,300 | $105K |
| Allworth Financial LP | 0.00% | Add +12.0% | 1,118 | $95K |
| Continuum Advisory, LLC | 0.01% | No change | 1,141 | $92K |
| Crewe Advisors LLC | 0.01% | No change | 870 | $70K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.4% | 731 | $59K |
| Assetmark, Inc. | 0.00% | New | 606 | $49K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 358 | $29K |
| Sound Income Strategies, LLC | 0.00% | Add +537.7% | 338 | $27K |
| BlackRock, Inc. | 0.00% | New | 310 | $25K |
| LGT Financial Advisors LLC | 0.05% | Add +44.4% | 299 | $24K |
| MCF Advisors LLC | 0.00% | Add +0.4% | 278 | $23K |
| Synergy Investment Management, LLC | 0.01% | — | 171 | $14K |
| Larson Financial Group LLC | 0.00% | No change | 150 | $12K |
| Aventura Private Wealth, LLC | 0.01% | — | 120 | $10K |
| First Horizon Advisors, Inc. | 0.00% | No change | 118 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 105 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 84 | $7K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 67 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 64 | $5K |
| SBI Securities Co., Ltd. | 0.00% | — | 62 | $5K |
| Spire Wealth Management | 0.00% | New | 56 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 43 | $3K |
| Sandy Spring Bank | 0.00% | No change | 3 | $244 |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.