JPMorgan Active Growth ETFJGROETF
13F holders, Q2 2025 (June 30)290holders +30
45new positions
14sold out
4famous investors
$86.05avg. 13F price*
At the end of Q2 2025, 290 institutions reported holding JPMorgan Active Growth ETF (JGRO) in their 13F filings, up 30 from Q1 2025. 45 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($804.9M), LPL Financial LLC ($474.4M) and Ameriprise Financial Inc. ($356.7M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $76.7M |
| Exits | 14 | $19.8M |
All 13F filers, Q1 2025 → Q2 2025: 7,960,590 shares bought and 1,794,764 shares sold, net +6,165,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| JPMorgan Chase & Co. | 0.06% | Add +8.9% | 9,351,704 | $804.9M |
| LPL Financial LLC | 0.16% | Add +24.9% | 5,512,288 | $474.4M |
| Ameriprise Financial Inc. | 0.09% | Reduce -3.6% | 4,144,956 | $356.7M |
| Captrust Financial Advisors | 0.70% | Add +7.8% | 3,634,474 | $312.8M |
| Jones Financial Companies LLLP | 0.11% | Add +86.0% | 1,757,166 | $150.2M |
| Bank of America Corp. | 0.01% | Add +9.5% | 1,610,252 | $138.6M |
| Raymond James Financial Inc. | 0.05% | Add +3.1% | 1,534,344 | $132.1M |
| Janney Montgomery Scott LLC | 0.33% | Add +16.0% | 1,487,290 | $128.0M |
| Cwm, LLC | 0.44% | Add +7.5% | 1,434,707 | $123.5M |
| Commonwealth Equity Services, LLC | 0.16% | Add +21.2% | 1,434,332 | $123.5M |
| UBS Group AG | 0.02% | Add +14.3% | 1,308,437 | $112.6M |
| Vestmark Advisory Solutions, Inc. | 1.37% | Add +162.1% | 1,100,250 | $94.7M |
| Correct Capital Wealth Management | 15.99% | Add +14.5% | 954,568 | $82.2M |
| Royal Bank of Canada | 0.02% | Reduce -14.6% | 951,812 | $81.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -14.0% | 912,802 | $78.6M |
| Osaic Holdings, Inc. | 0.13% | Add +47.1% | 850,587 | $73.2M |
| Avior Wealth Management, LLC | 2.52% | Add +7.9% | 849,065 | $73.1M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +140.1% | 754,876 | $65.3M |
| Goldstein Advisors, LLC | 7.57% | Reduce -8.3% | 654,261 | $56.3M |
| Focus Partners Wealth | 0.11% | Add +2.8% | 601,943 | $51.8M |
| GGM Financial LLC | 27.80% | Add +4.4% | 556,436 | $47.9M |
| Great Valley Advisor Group, Inc. | 1.03% | Reduce -17.8% | 540,013 | $46.5M |
| Bank of New York Mellon Corp | 0.01% | Add +0.9% | 509,168 | $43.8M |
| Steph & Co. | 13.41% | Add +0.7% | 480,283 | $41.3M |
| Stratos Wealth Partners, LTD. | 0.56% | Add +7.8% | 477,584 | $41.1M |
| Two Sigma Investments, LP | 0.07% | New | 462,300 | $39.8M |
| Cary Street Partners Financial LLC | 1.11% | Add +10.9% | 460,101 | $39.6M |
| American Trust | 3.69% | Add +6.6% | 455,183 | $39.2M |
| Trust Co | 3.91% | Reduce -0.1% | 402,834 | $34.7M |
| Stifel Financial Corp. | 0.03% | Add +22.5% | 393,129 | $33.8M |
| WCG Wealth Advisors LLC | 2.11% | Add +4.7% | 378,412 | $32.6M |
| Daymark Wealth Partners, LLC | 1.17% | Add +9.9% | 356,989 | $30.7M |
| Sterling Financial Group, Inc. | 10.24% | Add +0.7% | 354,535 | $30.5M |
| Beaumont Financial Advisors, LLC | 2.15% | Add +35.7% | 344,487 | $29.6M |
| Crumly & Associates Inc. | 7.04% | Add +18.7% | 336,112 | $28.9M |
| HUB Investment Partners, LLC | 0.93% | Add +10.2% | 309,405 | $26.6M |
| AlphaCore Capital LLC | 1.01% | Add +68.8% | 308,986 | $26.6M |
| Cetera Investment Advisers | 0.04% | Add +20.1% | 298,238 | $25.7M |
| Mariner, LLC | 0.04% | Reduce -15.2% | 289,128 | $24.9M |
| Frontier Asset Management, LLC | 6.67% | Add +45.8% | 284,833 | $24.5M |
| Advantage Trust Co | 11.57% | Add +0.3% | 272,979 | $23.5M |
| HighTower Advisors, LLC | 0.03% | Add +4.9% | 268,109 | $23.1M |
| Private Advisor Group, LLC | 0.11% | Add +36.9% | 247,015 | $21.3M |
| MML Investors Services, LLC | 0.05% | Add +11.8% | 212,241 | $18.3M |
| Venture Visionary Partners LLC | 0.68% | Add +9.5% | 208,850 | $18.0M |
| Orrstown Financial Services Inc. | 3.63% | Add +2.1% | 199,937 | $17.2M |
| Wagner Wealth Management, LLC | 3.62% | Add +9.0% | 184,640 | $15.9M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -15.0% | 184,197 | $15.9M |
| Arlington Financial Advisors, LLC | 2.57% | Add +7.0% | 182,309 | $15.7M |
| Wells Fargo & Company | 0.00% | Add +19025.5% | 174,998 | $15.1M |
| Provenance Wealth Advisors, LLC | 2.14% | Reduce -53.3% | 173,389 | $14.9M |
| Tradition Wealth Management, LLC | 1.19% | Add +3.4% | 173,036 | $14.9M |
| Financial Advocates Investment Management | 1.21% | Reduce -7.3% | 172,395 | $14.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +11.6% | 169,217 | $14.6M |
| Strategic Planning Group, LLC | 2.30% | Reduce -8.0% | 164,823 | $14.2M |
| Keyvantage Wealth, LLC | 6.34% | Add +5.2% | 164,064 | $14.1M |
| D.A. Davidson & Co. | 0.09% | Reduce -3.1% | 144,104 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +12.6% | 137,680 | $11.8M |
| Sprinkle Financial Consultants LLC | 6.83% | Add +26.7% | 129,759 | $11.2M |
| Geneos Wealth Management Inc. | 0.27% | Add +24.7% | 129,751 | $11.2M |
| MN Wealth Advisors, LLC | 5.89% | Add +4.2% | 117,637 | $10.1M |
| Integrated Wealth Concepts LLC | 0.10% | Add +12.2% | 114,391 | $9.8M |
| Greenbush Financial Group, LLC | 3.95% | Reduce -11.2% | 105,408 | $9.1M |
| Good Life Advisors, LLC | 0.53% | Add +12.7% | 99,003 | $8.5M |
| Strategic Blueprint, LLC | 0.41% | Add +3.4% | 96,902 | $8.3M |
| Alpha Advisors, LLC | 6.77% | Reduce -45.6% | 91,869 | $7.9M |
| Guided Capital Wealth Management, LLC | 5.81% | Reduce -0.7% | 87,618 | $7.5M |
| NewEdge Advisors, LLC | 0.04% | Reduce -9.6% | 86,738 | $7.5M |
| Menora Mivtachim Holdings LTD. | 0.04% | Add +55.1% | 75,791 | $6.5M |
| Exchange Traded Concepts, LLC | 0.08% | Add +24.5% | 71,280 | $6.1M |
| CreativeOne Wealth, LLC | 0.16% | Add +14.4% | 71,188 | $6.1M |
| Jane Street Group, LLC | 0.01% | New | 64,698 | $5.6M |
| Centerpoint Advisory Group | 4.80% | Reduce -6.7% | 64,239 | $5.5M |
| Foundry Financial Group, Inc. | 3.11% | Reduce -0.1% | 63,512 | $5.5M |
| Modern Wealth Management, LLC | 0.13% | Add +1.3% | 63,207 | $5.4M |
| Truist Financial Corp. | 0.01% | Add +6.6% | 62,601 | $5.4M |
| Mgo One Seven LLC | 0.17% | Add +64.2% | 60,959 | $5.2M |
| Yarger Wealth Strategies, LLC | 2.55% | Add +6.3% | 56,783 | $4.9M |
| Stephens Inc. | 0.07% | Add +19.3% | 55,281 | $4.8M |
| Perigon Wealth Management, LLC | 0.11% | Add +9.3% | 54,675 | $4.7M |
| Visionary Wealth Advisors | 0.24% | Reduce -13.5% | 53,965 | $4.6M |
| Argent Trust Co | 0.17% | Add +11.9% | 51,313 | $4.4M |
| LexAurum Advisors, LLC | 0.70% | Add +24.6% | 50,919 | $4.4M |
| Tyler-Stone Wealth Management | 0.70% | Reduce -0.1% | 50,832 | $4.4M |
| Echo Wealth Management, LLC | 2.66% | Add +6.9% | 50,365 | $4.3M |
| IFG Advisory, LLC | 0.22% | Add +163.7% | 49,781 | $4.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.47% | Reduce -5.5% | 47,644 | $4.1M |
| Formidable Asset Management, LLC | 0.63% | No change | 51,185 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +15.9% | 43,692 | $3.8M |
| Prospera Financial Services Inc | 0.07% | Add +3.2% | 42,910 | $3.7M |
| Broadway Wealth Solutions, Inc. | 2.22% | New | 41,413 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +4.5% | 40,952 | $3.5M |
| Motco | 0.33% | New | 39,605 | $3.5M |
| Resolute Wealth Strategies, LLC | 1.87% | Add +8.1% | 40,547 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +2.2% | 39,770 | $3.4M |
| Strategic Financial Concepts, LLC | 0.47% | Add +12.7% | 38,411 | $3.3M |
| rebel Financial LLC | 1.51% | — | 38,379 | $3.3M |
| Aurdan Capital Management, LLC | 1.12% | Add +25.1% | 38,095 | $3.3M |
| FMR LLC | 0.00% | Add +55078.3% | 38,073 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +60.0% | 37,507 | $3.2M |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.