JPMorgan Active Growth ETFJGROETF
13F holders, Q1 2025 (March 31)260holders +33
40new positions
9sold out
3famous investors
$73.78avg. 13F price*
At the end of Q1 2025, 260 institutions reported holding JPMorgan Active Growth ETF (JGRO) in their 13F filings, up 33 from Q4 2024. 40 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($633.5M), LPL Financial LLC ($325.7M) and Ameriprise Financial Inc. ($317.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- JPMorgan Active Growth ETF
- CUSIP
- 46654Q609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $66.0M |
| Exits | 9 | $13.7M |
All 13F filers, Q4 2024 → Q1 2025: 9,381,861 shares bought and 1,231,726 shares sold, net +8,150,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| JPMorgan Chase & Co. | 0.05% | Add +0.6% | 8,585,389 | $633.5M |
| LPL Financial LLC | 0.13% | Add +21.1% | 4,413,268 | $325.7M |
| Ameriprise Financial Inc. | 0.09% | Add +23.9% | 4,302,088 | $317.4M |
| Captrust Financial Advisors | 0.62% | Add +6.3% | 3,371,599 | $248.8M |
| Raymond James Financial Inc. | 0.04% | Add +33.5% | 1,488,837 | $109.9M |
| Bank of America Corp. | 0.01% | Add +149.6% | 1,470,064 | $108.5M |
| Cwm, LLC | 0.39% | Add +33.5% | 1,334,647 | $98.5M |
| Janney Montgomery Scott LLC | 0.27% | Add +33.7% | 1,281,708 | $94.6M |
| Commonwealth Equity Services, LLC | 0.12% | Add +4.7% | 1,183,395 | $87.3M |
| UBS Group AG | 0.02% | Add +8.1% | 1,144,572 | $84.5M |
| Royal Bank of Canada | 0.02% | Add +14.3% | 1,114,522 | $82.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.4% | 1,061,655 | $78.3M |
| Jones Financial Companies LLLP | 0.06% | Add +91.3% | 944,747 | $69.6M |
| Correct Capital Wealth Management | 12.20% | Reduce -1.0% | 833,503 | $61.5M |
| Avior Wealth Management, LLC | 2.21% | Add +25.6% | 787,185 | $58.1M |
| Goldstein Advisors, LLC | 7.70% | Add +0.9% | 713,774 | $52.7M |
| Great Valley Advisor Group, Inc. | 1.04% | Add +311.9% | 656,939 | $48.5M |
| Focus Partners Wealth | 0.11% | Add +6.0% | 585,370 | $43.2M |
| Osaic Holdings, Inc. | 0.10% | Add +12.2% | 578,158 | $42.7M |
| GGM Financial LLC | 26.84% | Add +338.0% | 532,792 | $39.3M |
| Bank of New York Mellon Corp | 0.01% | New | 504,664 | $37.2M |
| Steph & Co. | 12.66% | Reduce -1.1% | 477,067 | $35.2M |
| Stratos Wealth Partners, LTD. | 0.50% | Add +27.6% | 443,097 | $32.7M |
| American Trust | 7.77% | Reduce -30.6% | 427,150 | $31.5M |
| Vestmark Advisory Solutions, Inc. | 0.80% | Add +47.3% | 419,790 | $31.0M |
| Cary Street Partners Financial LLC | 0.97% | Add +1339.3% | 414,973 | $30.6M |
| Trust Co | 3.53% | Add +189.7% | 403,157 | $29.7M |
| Provenance Wealth Advisors, LLC | 3.94% | Add +3.4% | 371,488 | $27.4M |
| WCG Wealth Advisors LLC | 2.03% | Add +22.7% | 361,285 | $26.7M |
| Sterling Financial Group, Inc. | 9.36% | Add +2.7% | 351,976 | $26.0M |
| Mariner, LLC | 0.04% | Add +7.6% | 340,989 | $25.2M |
| Daymark Wealth Partners, LLC | 1.03% | Add +18.7% | 324,957 | $24.0M |
| Stifel Financial Corp. | 0.03% | Add +22.4% | 320,983 | $23.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +25.4% | 314,416 | $23.2M |
| Crumly & Associates Inc. | 5.77% | Add +102.7% | 283,057 | $20.9M |
| HUB Investment Partners, LLC | 0.84% | Reduce -1.6% | 280,873 | $20.7M |
| Advantage Trust Co | 12.17% | Reduce -3.8% | 272,115 | $20.1M |
| HighTower Advisors, LLC | 0.03% | Add +10.8% | 255,690 | $18.9M |
| Beaumont Financial Advisors, LLC | 1.47% | Reduce -55.1% | 253,816 | $18.7M |
| Cetera Investment Advisers | 0.04% | Add +36.5% | 248,256 | $18.3M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -64.6% | 216,680 | $16.0M |
| Orrstown Financial Services Inc. | 3.44% | Reduce -6.6% | 195,880 | $14.5M |
| Frontier Asset Management, LLC | 4.18% | Reduce -4.3% | 195,371 | $14.4M |
| Venture Visionary Partners LLC | 0.59% | Add +467.2% | 190,702 | $14.1M |
| MML Investors Services, LLC | 0.05% | Add +57.7% | 189,829 | $14.0M |
| Financial Advocates Investment Management | 0.96% | Add +9.4% | 185,901 | $13.7M |
| AlphaCore Capital LLC | 1.15% | New | 183,036 | $13.5M |
| Private Advisor Group, LLC | 0.08% | Add +33.3% | 180,412 | $13.3M |
| Strategic Planning Group, LLC | 2.59% | Reduce -1.6% | 179,117 | $13.2M |
| Arlington Financial Advisors, LLC | 2.21% | Add +1.1% | 170,402 | $12.6M |
| Wagner Wealth Management, LLC | 3.11% | Add +6.5% | 169,338 | $12.5M |
| Alpha Advisors, LLC | 10.84% | Add +244.8% | 168,754 | $12.5M |
| Tradition Wealth Management, LLC | 1.09% | Add +7.7% | 167,330 | $12.3M |
| Ferguson Shapiro LLC | 4.33% | Add +3.2% | 157,490 | $11.6M |
| Keyvantage Wealth, LLC | 5.60% | Add +1170.3% | 155,999 | $11.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +51.5% | 151,586 | $11.2M |
| D.A. Davidson & Co. | 0.09% | Add +0.8% | 148,667 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.6% | 122,259 | $9.0M |
| Greenbush Financial Group, LLC | 4.36% | Add +51.4% | 118,693 | $8.8M |
| Susquehanna International Group, LLP | 0.01% | Add +483.7% | 116,623 | $8.6M |
| MN Wealth Advisors, LLC | 4.90% | Add +25.4% | 112,947 | $8.3M |
| John W. Brooker & Co., CPAs | 3.20% | Add +7.8% | 104,845 | $7.7M |
| Geneos Wealth Management Inc. | 0.26% | Reduce -6.8% | 104,030 | $7.7M |
| Sprinkle Financial Consultants LLC | 4.80% | Add +16.3% | 102,444 | $7.6M |
| Integrated Wealth Concepts LLC | 0.09% | Add +15.2% | 101,929 | $7.5M |
| NewEdge Advisors, LLC | 0.04% | Add +82.8% | 95,983 | $7.1M |
| Strategic Blueprint, LLC | 0.38% | Add +9.2% | 93,695 | $6.9M |
| Flagship Harbor Advisors, LLC | 0.36% | Add +12.9% | 92,042 | $6.8M |
| Guided Capital Wealth Management, LLC | 5.44% | Add +17.6% | 88,258 | $6.5M |
| Good Life Advisors, LLC | 0.46% | Add +36.5% | 87,842 | $6.5M |
| Smith, Moore & Co. | 0.53% | Add +10.4% | 77,417 | $5.7M |
| Brookwood Investment Group LLC | 0.94% | — | 74,277 | $5.5M |
| Centerpoint Advisory Group | 5.00% | Add +0.2% | 68,845 | $5.1M |
| Foundry Financial Group, Inc. | 2.89% | Add +2.5% | 63,606 | $4.7M |
| Modern Wealth Management, LLC | 0.15% | Reduce -1.1% | 62,424 | $4.6M |
| Visionary Wealth Advisors | 0.28% | Add +1.9% | 62,362 | $4.6M |
| CreativeOne Wealth, LLC | 0.14% | Add +23.9% | 62,240 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +107.1% | 58,729 | $4.3M |
| Exchange Traded Concepts, LLC | 0.08% | Add +4.6% | 57,240 | $4.2M |
| Yarger Wealth Strategies, LLC | 2.30% | Add +4.1% | 53,401 | $3.9M |
| Formidable Asset Management, LLC | 0.63% | Add +9.0% | 51,185 | $3.8M |
| Tyler-Stone Wealth Management | 0.67% | Add +19.5% | 50,876 | $3.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.50% | Reduce -9.6% | 50,389 | $3.7M |
| Perigon Wealth Management, LLC | 0.09% | Add +43.8% | 50,004 | $3.7M |
| Menora Mivtachim Holdings LTD. | 0.02% | New | 48,873 | $3.6M |
| Empire Life Investments Inc. | 0.23% | Reduce -1.4% | 47,600 | $3.5M |
| Echo Wealth Management, LLC | 2.35% | Add +31.6% | 47,113 | $3.5M |
| Independent Financial Group, LLC | 0.12% | Add +984.1% | 46,770 | $3.5M |
| Stephens Inc. | 0.05% | Add +21.9% | 46,356 | $3.4M |
| Argent Trust Co | 0.14% | Add +33.4% | 45,873 | $3.4M |
| Prospera Financial Services Inc | 0.07% | Reduce -4.3% | 41,596 | $3.1M |
| LexAurum Advisors, LLC | 0.58% | Add +11.9% | 40,866 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +8.0% | 39,204 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Add +58.9% | 38,916 | $2.9M |
| Private Wealth Partners, LLC | 0.23% | No change | 37,955 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +8.4% | 37,704 | $2.8M |
| Resolute Wealth Strategies, LLC | 1.55% | Reduce -36.6% | 37,513 | $2.8M |
| Mgo One Seven LLC | 0.11% | Reduce -3.1% | 37,131 | $2.7M |
| Strategic Financial Concepts, LLC | 0.47% | Add +6.3% | 34,095 | $2.5M |
| Blue Oak Capital, LLC | 1.32% | Add +13.2% | 32,405 | $2.4M |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.