JPMorgan Active Growth ETFJGROETF

13F holders, Q3 2025 (September 30)
301holders +11
28new positions
11sold out
4famous investors
$93.74avg. 13F price*

At the end of Q3 2025, 301 institutions reported holding JPMorgan Active Growth ETF (JGRO) in their 13F filings, up 11 from Q2 2025. 28 opened new positions and 11 sold out. The largest holders were JPMorgan Chase & Co. ($981.5M), LPL Financial LLC ($566.1M) and Ameriprise Financial Inc. ($395.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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

0100200300400 Q1 2024: 135Q1 2024Q2 2024: 166Q2 2024Q3 2024: 185Q3 2024Q4 2024: 227Q4 2024Q1 2025: 260Q1 2025Q2 2025: 290Q2 2025Q3 2025: 301Q3 2025Q4 2025: 352Q4 2025Q1 2026: 353Q1 2026Q2 2026: 370Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions28$30.9M
Exits11$11.5M

All 13F filers, Q2 2025 → Q3 2025: 6,757,890 shares bought and 2,266,781 shares sold, net +4,491,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 301 holders

JPMorgan Chase & Co. 0.06% Add +12.0% 10,469,817 $981.5M
LPL Financial LLC 0.17% Add +9.5% 6,037,919 $566.1M
Ameriprise Financial Inc. 0.09% Add +1.9% 4,222,813 $395.8M
Captrust Financial Advisors 0.71% Add +2.6% 3,730,483 $349.7M
Jones Financial Companies LLLP 0.13% Add +20.8% 2,122,912 $197.4M
Raymond James Financial Inc. 0.06% Add +25.1% 1,918,707 $179.9M
Bank of America Corp. 0.01% Add +16.0% 1,868,263 $175.1M
Janney Montgomery Scott LLC 0.33% Add +0.9% 1,500,566 $140.7M
Cwm, LLC 0.42% Add +3.5% 1,484,745 $139.2M
UBS Group AG 0.02% Add +1.7% 1,330,239 $124.7M
Commonwealth Equity Services, LLC 0.16% Reduce -9.8% 1,293,536 $121.3M
Royal Bank of Canada 0.02% Add +8.2% 1,029,686 $96.5M
Envestnet Asset Management Inc. 0.03% Add +7.3% 979,823 $91.9M
Correct Capital Wealth Management 15.43% Reduce -6.4% 893,705 $83.8M
Osaic Holdings, Inc. 0.11% Add +5.1% 894,219 $81.7M
Avior Wealth Management, LLC 2.52% Reduce -1.8% 833,678 $78.2M
Wealth Enhancement Advisory Services, LLC 0.12% Add +8.8% 821,270 $77.1M
Focus Partners Wealth 0.10% Add +7.2% 645,249 $60.5M
Goldstein Advisors, LLC 7.34% Reduce -1.6% 643,986 $60.4M
American Trust 5.02% Add +39.2% 633,781 $59.4M
Citadel Advisors 0.05% Add +2198.8% 614,156 $57.6M
Vestmark Advisory Solutions, Inc. 0.99% Reduce -49.9% 551,503 $51.7M
GGM Financial LLC 25.14% Reduce -4.4% 531,775 $49.9M
Great Valley Advisor Group, Inc. 1.00% Reduce -1.8% 530,402 $49.7M
Private Advisor Group, LLC 0.23% Add +100.0% 494,038 $46.3M
Bank of New York Mellon Corp 0.01% Reduce -3.5% 491,593 $46.1M
Steph & Co. 13.70% Reduce -0.4% 478,513 $44.9M
Cary Street Partners Financial LLC 1.16% Add +3.7% 477,211 $44.7M
Stifel Financial Corp. 0.04% Add +21.2% 476,311 $44.7M
Cetera Investment Advisers 0.05% Add +58.3% 472,035 $44.3M
Stratos Wealth Partners, LTD. 0.52% Reduce -1.6% 469,753 $44.0M
Provenance Wealth Advisors, LLC 5.36% Add +155.3% 442,691 $41.5M
Berman McAleer LLC 5.76% — 439,168 $41.2M
Trust Co 3.85% Reduce -0.3% 401,426 $37.6M
Daymark Wealth Partners, LLC 1.19% Add +4.5% 373,145 $35.0M
Wells Fargo & Company 0.01% Add +105.1% 358,979 $33.7M
HighTower Advisors, LLC 0.04% Add +32.6% 355,598 $33.3M
Beaumont Financial Advisors, LLC 2.23% Add +3.1% 355,080 $33.3M
Sterling Financial Group, Inc. 10.10% Reduce -4.1% 339,850 $31.9M
Crumly & Associates Inc. 6.96% Add +0.9% 339,285 $31.8M
AlphaCore Capital LLC 1.02% Add +5.1% 324,678 $30.4M
HUB Investment Partners, LLC 1.10% Add +3.1% 318,905 $29.9M
Mariner, LLC 0.04% Add +8.0% 312,155 $29.3M
Integrated Wealth Concepts LLC 0.24% Add +148.6% 284,401 $26.7M
MML Investors Services, LLC 0.07% Add +33.7% 283,745 $26.6M
Frontier Asset Management, LLC 6.63% Reduce -0.6% 283,001 $26.5M
Advantage Trust Co 11.65% Add +0.8% 275,082 $25.8M
Orrstown Financial Services Inc. 3.31% Add +3.0% 206,036 $19.3M
Kestra Advisory Services, LLC 0.08% Add +6.2% 195,636 $18.3M
Venture Visionary Partners LLC 0.62% Reduce -7.8% 192,529 $18.0M
Arlington Financial Advisors, LLC 2.60% Add +3.3% 188,272 $17.7M
Wagner Wealth Management, LLC 4.04% Add +0.5% 185,633 $17.4M
PNC Financial Services Group, Inc. 0.01% Add +7.1% 181,275 $17.0M
Tradition Wealth Management, LLC 1.25% Add +3.9% 179,856 $16.9M
Cambridge Investment Research Advisors, Inc. 0.05% Add +27.8% 175,969 $16.5M
D.A. Davidson & Co. 0.10% Add +18.6% 170,950 $16.0M
Keyvantage Wealth, LLC 6.66% Add +3.1% 169,232 $15.9M
Resolute Wealth Strategies, LLC 6.24% Add +258.9% 145,504 $13.6M
Sprinkle Financial Consultants LLC 7.24% Add +6.5% 138,206 $13.0M
Geneos Wealth Management Inc. 0.31% Add +1.3% 131,479 $12.3M
FMR LLC 0.00% Add +226.1% 124,171 $11.6M
MN Wealth Advisors, LLC 5.96% Add +1.1% 118,892 $11.1M
Greenbush Financial Group, LLC 4.14% Add +9.1% 115,041 $10.8M
Foundry Financial Group, Inc. 5.26% Add +68.4% 106,934 $10.0M
Penobscot Wealth Management 2.92% New 96,883 $9.1M
Strategic Blueprint, LLC 0.39% Reduce -0.6% 96,328 $9.0M
Guided Capital Wealth Management, LLC 7.44% Add +5.6% 92,497 $8.7M
WealthPlan Investment Management, LLC 0.57% Add +487.3% 91,740 $8.6M
WCG Wealth Advisors LLC 0.53% Reduce -76.2% 90,006 $8.4M
NewEdge Advisors, LLC 0.04% Add +2.9% 89,212 $8.4M
Menora Mivtachim Holdings LTD. 0.04% Add +17.2% 88,849 $8.3M
Western Wealth Management, LLC 0.44% Add +1957.5% 88,535 $8.3M
Alpha Advisors, LLC 6.14% Reduce -5.1% 87,200 $8.2M
Exchange Traded Concepts, LLC 0.06% Reduce -0.5% 70,920 $6.6M
Allegheny Financial Group 1.21% Add +482.3% 69,110 $6.5M
Mgo One Seven LLC 0.15% Add +12.4% 68,492 $6.4M
TBH Global Asset Management, LLC 1.25% New 68,233 $6.4M
Perigon Wealth Management, LLC 0.13% Add +23.1% 67,298 $6.3M
CreativeOne Wealth, LLC 0.15% Reduce -5.7% 67,119 $6.3M
Yarger Wealth Strategies, LLC 2.85% Add +16.6% 66,185 $6.2M
LexAurum Advisors, LLC 0.87% Add +27.2% 64,771 $6.1M
Visionary Wealth Advisors 0.27% Add +13.3% 61,158 $5.7M
Modern Wealth Management, LLC 0.11% Reduce -3.7% 60,880 $5.7M
Truist Financial Corp. 0.01% Reduce -3.5% 60,432 $5.7M
Founders Financial Alliance, LLC 1.04% Add +3541.6% 58,884 $5.5M
Centerpoint Advisory Group 4.25% Reduce -9.3% 58,242 $5.5M
Stephens Inc. 0.07% Add +0.6% 55,606 $5.2M
Formidable Asset Management, LLC 0.82% Add +18.3% 60,527 $5.2M
Aurdan Capital Management, LLC 1.65% Add +45.6% 55,477 $5.2M
Argent Trust Co 0.18% Add +7.3% 55,057 $5.2M
Echo Wealth Management, LLC 2.67% Reduce -3.1% 48,809 $4.6M
Strategic Financial Concepts, LLC 0.65% Add +24.4% 47,777 $4.5M
Patriot Financial Group Insurance Agency, LLC 0.57% Reduce -0.8% 47,248 $4.4M
Natixis Advisors, LLC 0.01% Add +46.4% 47,083 $4.4M
IFG Advisory, LLC 0.20% Reduce -7.3% 46,131 $4.3M
Qube Research & Technologies Ltd 0.01% Add +40.2% 45,993 $4.3M
Equitable Holdings, Inc. 0.03% Add +14.4% 45,499 $4.3M
Corient Private Wealth LP 0.01% Add +94.6% 44,387 $4.2M
Broadway Wealth Solutions, Inc. 2.31% Add +6.0% 43,881 $4.1M
Eldridge Investment Advisors, Inc. 0.93% New 43,700 $4.1M

"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.

Show all 301 holders