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 |
| Purus Wealth Management, LLC | 0.99% | Reduce -0.7% | 31,663 | $2.3M |
| IFP Advisors, Inc | 0.07% | Add +5.0% | 31,612 | $2.3M |
| Aurdan Capital Management, LLC | 0.85% | Add +30.4% | 30,446 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Add +40.2% | 30,370 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +32.9% | 29,326 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +16.3% | 26,852 | $2.0M |
| IHT Wealth Management, LLC | 0.06% | Reduce -35.1% | 26,268 | $1.9M |
| 5T Wealth, LLC | 1.07% | Add +8.7% | 25,595 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +6.5% | 25,426 | $1.9M |
| Belpointe Asset Management LLC | 0.10% | Add +5.5% | 25,081 | $1.9M |
| Keystone Wealth Services, LLC | 0.50% | Add +13.8% | 24,929 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +236.9% | 24,898 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -11.7% | 23,961 | $1.8M |
| Fort Point Capital Partners LLC | 0.20% | Add +4.9% | 23,816 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +3.3% | 23,438 | $1.7M |
| Semus Wealth Partners LLC | 1.18% | Add +5.6% | 22,933 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +30.5% | 21,699 | $1.6M |
| Perennial Investment Advisors, LLC | 0.18% | Add +109.7% | 21,556 | $1.6M |
| Comprehensive Financial Planning, Inc. | 1.52% | Add +399.9% | 21,218 | $1.6M |
| Fermata Advisors, LLC | 0.28% | Add +6.9% | 21,205 | $1.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.28% | Add +43.0% | 21,070 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +27.1% | 20,979 | $1.5M |
| Nixon Peabody Trust Co. | 0.13% | New | 20,011 | $1.5M |
| Fortis Group Advisors, LLC | 0.27% | Add +539.6% | 18,932 | $1.4M |
| IFG Advisory, LLC | 0.08% | Add +12.6% | 18,875 | $1.4M |
| Citadel Advisors | 0.00% | New | 18,463 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +49.5% | 16,937 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -9.4% | 16,308 | $1.2M |
| Cambridge Advisors Inc. | 0.26% | Add +3.9% | 16,285 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -57.3% | 16,200 | $1.2M |
| Ascent Group, LLC | 0.05% | Add +47.8% | 15,857 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +19.4% | 15,420 | $1.1M |
| Carnegie Investment Counsel | 0.03% | Add +1.8% | 16,923 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | Add +271.0% | 15,029 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -41.4% | 14,984 | $1.1M |
| 3Chopt Investment Partners, LLC | 0.29% | Add +1.4% | 14,865 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 14,454 | $1.1M |
| Lake Street Private Wealth, LLC | 0.17% | Add +18.3% | 13,752 | $1.0M |
| Clear Creek Financial Management, LLC | 0.10% | Add +302.2% | 13,676 | $1.0M |
| Wayfinding Financial, LLC | 0.40% | Add +24.4% | 12,454 | $918K |
| Axis Wealth Partners, LLC | 0.67% | Add +30.6% | 12,232 | $903K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +28.0% | 11,730 | $866K |
| Snowden Capital Advisors LLC | 0.03% | Add +19.6% | 11,172 | $824K |
| Sutton Place Investors LLC | 0.55% | Add +9.5% | 11,072 | $817K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -7.1% | 10,805 | $797K |
| Triad Wealth Partners, LLC | 0.24% | Add +16.1% | 10,424 | $769K |
| Cary Street Partners Investment Advisory LLC | 0.44% | Add +99.6% | 10,383 | $766K |
| Cobblestone Asset Management LLC | 0.45% | Add +34.8% | 10,329 | $762K |
| Cozad Asset Management Inc. | 0.08% | Add +13.2% | 10,262 | $757K |
| Clearstead Advisors, LLC | 0.01% | No change | 10,038 | $741K |
| Barnes Wealth Management Group, Inc | 0.47% | Add +29.5% | 9,957 | $735K |
| Ameritas Advisory Services, LLC | 0.03% | Add +10.2% | 9,181 | $699K |
| VestGen Advisors, LLC | 0.03% | — | 9,464 | $698K |
| Coppell Advisory Solutions LLC | 0.09% | New | 12,334 | $633K |
| Cordgrass Capital Advisors, LLC | 0.18% | Add +103.7% | 8,567 | $632K |
| USAdvisors Wealth Management, LLC | 0.22% | Reduce -2.9% | 8,564 | $631K |
| Twin Peaks Wealth Advisors, LLC | 0.29% | Add +137.6% | 8,761 | $629K |
| Farther Finance Advisors, LLC | 0.02% | Add +161.3% | 8,094 | $601K |
| High Net Worth Advisory Group LLC | 0.17% | Add +49.2% | 8,041 | $593K |
| Apollon Wealth Management, LLC | 0.01% | No change | 7,872 | $581K |
| True Vision MN LLC | 0.34% | Reduce -0.7% | 7,801 | $576K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +15.2% | 7,764 | $573K |
| Sovran Advisors, LLC | 0.07% | New | 8,072 | $566K |
| Gateway Wealth Partners, LLC | 0.13% | Add +49.1% | 7,556 | $558K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -1.3% | 7,632 | $547K |
| Lakeridge Wealth Management LLC | 0.26% | Add +85.9% | 7,161 | $528K |
| Ignite Planners, LLC | 0.10% | Add +97.8% | 6,951 | $527K |
| New Wave Wealth Advisors LLC | 0.23% | Add +13.7% | 6,926 | $511K |
| D. E. Shaw & Co. | 0.00% | New | 6,827 | $504K |
| Greenwich Wealth Management LLC | 0.04% | New | 6,525 | $481K |
| Platform Technology Partners | 0.14% | New | 6,500 | $480K |
| Boyum Wealth Architects LLC | 0.45% | — | 6,219 | $459K |
| Harbour Investments, Inc. | 0.01% | Reduce -61.5% | 6,102 | $450K |
| Morey & Quinn Wealth Partners, LLC | 0.37% | New | 6,035 | $445K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.2% | 5,718 | $422K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -0.3% | 5,472 | $404K |
| Drive Wealth Management, LLC | 0.09% | Add +38.5% | 5,439 | $401K |
| Private Trust Co. NA | 0.04% | Add +11.5% | 5,409 | $399K |
| GeoWealth Management, LLC | 0.02% | Add +23.7% | 5,397 | $398K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -11.1% | 5,112 | $377K |
| Park Place Capital Corp | 0.10% | No change | 5,107 | $377K |
| Firethorn Wealth Partners, LLC | 0.18% | Add +23.0% | 5,102 | $376K |
| Essex Financial Services, Inc. | 0.03% | No change | 5,098 | $376K |
| Heritage Wealth Management, Inc. | 0.12% | New | 4,974 | $367K |
| Advisory Services Network, LLC | 0.01% | Add +43.2% | 4,860 | $359K |
| Kuhn & Co Investment Counsel | 0.30% | Reduce -11.3% | 4,808 | $355K |
| Nwam LLC | 0.03% | Add +13.0% | 4,795 | $354K |
| Comerica Bank | 0.00% | Add +80.8% | 4,758 | $351K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +24.6% | 4,656 | $344K |
| Silver Oak Securities, Incorporated | 0.03% | Add +48.3% | 4,648 | $343K |
| Intrua Financial, LLC | 0.05% | New | 4,478 | $330K |
| Synovus Financial Corp. | 0.00% | New | 4,446 | $328K |
| Fagan Associates, Inc. | 0.05% | Add +12.2% | 4,440 | $328K |
| Cooper Financial Group | 0.04% | New | 4,349 | $321K |
| AdvisorNet Financial, Inc | 0.02% | Add +14.3% | 4,298 | $317K |
| Marshall Investment Management, LLC | 0.19% | New | 4,234 | $312K |
| Nautilus Advisors LLC | 0.26% | Reduce -9.9% | 4,194 | $309K |
| Corient Private Wealth LP | 0.00% | New | 4,117 | $304K |
| World Investment Advisors | 0.01% | Reduce -1.0% | 4,105 | $303K |
| YHB Investment Advisors, Inc. | 0.03% | Add +27.5% | 4,102 | $303K |
| Nvwm, LLC | 0.08% | Add +33.3% | 4,000 | $295K |
| Western Wealth Management, LLC | 0.02% | Add +10.8% | 3,963 | $292K |
| EverSource Wealth Advisors, LLC | 0.02% | New | 3,929 | $290K |
| HMV Wealth Advisors, LLC | 0.23% | No change | 3,914 | $289K |
| Worth Financial Advisory Group, LLC | 0.18% | Reduce -4.8% | 3,824 | $282K |
| Morgan Stanley | 0.00% | Add +94.5% | 3,823 | $282K |
| DAVENPORT & Co LLC | 0.00% | New | 3,805 | $281K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,753 | $277K |
| Westside Investment Management, Inc. | 0.06% | No change | 3,627 | $269K |
| Townsquare Capital LLC | 0.00% | New | 3,435 | $253K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -9.6% | 3,217 | $237K |
| Creative Planning | 0.00% | Reduce -66.1% | 3,175 | $234K |
| Oppenheimer & Co. Inc. | 0.00% | New | 3,034 | $224K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,018 | $223K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 3,018 | $223K |
| Fourth Dimension Wealth, LLC | 0.10% | Add +58.3% | 2,850 | $210K |
| MBA Advisors LLC | 0.10% | New | 2,844 | $210K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | Add +8.5% | 2,835 | $209K |
| International Assets Investment Management, LLC | 0.02% | Add +2.5% | 2,800 | $207K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +556.1% | 2,349 | $173K |
| Citigroup Inc. | 0.00% | New | 2,122 | $157K |
| Principal Securities, Inc. | 0.00% | No change | 1,728 | $140K |
| Olde Wealth Management, LLC | 0.05% | New | 1,828 | $134K |
| Continuum Advisory, LLC | 0.02% | Add +51.5% | 1,728 | $128K |
| Colonial Trust Co / SC | 0.02% | Add +3197.7% | 1,418 | $105K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,380 | $102K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,343 | $99K |
| Parallel Advisors, LLC | 0.00% | No change | 1,300 | $96K |
| Allworth Financial LP | 0.00% | No change | 1,118 | $82K |
| Wells Fargo & Company | 0.00% | Add +1265.7% | 915 | $68K |
| Crewe Advisors LLC | 0.01% | No change | 870 | $64K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.1% | 768 | $57K |
| Capital Analysts, LLC | 0.00% | New | 700 | $52K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 654 | $48K |
| Opal Wealth Advisors, LLC | 0.01% | New | 568 | $42K |
| Rossby Financial, LCC | 0.01% | New | 424 | $32K |
| Assetmark, Inc. | 0.00% | Reduce -34.0% | 400 | $30K |
| Northwest Capital Management Inc | 0.01% | Reduce -87.3% | 386 | $28K |
| LGT Financial Advisors LLC | 0.08% | Add +12.4% | 336 | $25K |
| US Bancorp \de | 0.00% | New | 325 | $24K |
| Ameriflex Group, Inc. | 0.01% | New | 300 | $22K |
| AE Wealth Management LLC | 0.00% | New | 274 | $20K |
| MCF Advisors LLC | 0.00% | Reduce -2.9% | 270 | $20K |
| BlackRock, Inc. | 0.00% | Reduce -27.1% | 226 | $17K |
| Key Financial Inc | 0.00% | New | 180 | $13K |
| Spire Wealth Management | 0.00% | Add +210.7% | 174 | $13K |
| Synergy Investment Management, LLC | 0.01% | Reduce -0.6% | 170 | $13K |
| Larson Financial Group LLC | 0.00% | No change | 150 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 120 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 105 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 102 | $8K |
| Lanark Financial, Inc. | 0.00% | — | 95 | $7K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +42.2% | 91 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 84 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +16.1% | 72 | $5K |
| FMR LLC | 0.00% | New | 69 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -52.5% | 56 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -84.3% | 53 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | New | 42 | $3K |
| Sandy Spring Bank | 0.00% | No change | 3 | $222 |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.