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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $30.9M |
| Exits | 11 | $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 |
| Prospera Financial Services Inc | 0.07% | Reduce -2.1% | 41,992 | $3.9M |
| Financial Advocates Investment Management | 2.18% | Reduce -76.0% | 41,414 | $3.9M |
| Motco | 0.34% | Add +1.0% | 39,994 | $3.7M |
| Ascent Group, LLC | 0.12% | Add +92.4% | 36,538 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -2.8% | 36,452 | $3.4M |
| Comprehensive Financial Planning, Inc. | 2.25% | Add +20.3% | 35,057 | $3.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -92.5% | 34,500 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +92.5% | 34,407 | $3.2M |
| Empire Life Investments Inc. | 0.19% | Add +3.4% | 34,120 | $3.2M |
| Triad Wealth Partners, LLC | 0.41% | Add +16.8% | 34,051 | $3.2M |
| Purus Wealth Management, LLC | 0.97% | Add +1.1% | 32,332 | $3.0M |
| Keystone Wealth Services, LLC | 0.66% | Add +50.6% | 32,292 | $3.0M |
| IFP Advisors, Inc | 0.08% | Reduce -14.7% | 31,874 | $3.0M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -5.9% | 31,857 | $3.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Reduce -5.8% | 30,975 | $2.9M |
| 5T Wealth, LLC | 1.24% | Add +20.8% | 30,224 | $2.8M |
| Fortis Group Advisors, LLC | 0.48% | Add +63.8% | 28,848 | $2.8M |
| Nixon Peabody Trust Co. | 0.20% | Add +1.4% | 29,463 | $2.8M |
| Smith, Moore & Co. | 0.21% | Reduce -2.8% | 29,165 | $2.7M |
| Private Wealth Partners, LLC | 0.19% | Add +36.3% | 29,100 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.4% | 26,948 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +204.7% | 26,301 | $2.5M |
| Global Retirement Partners, LLC | 0.05% | Add +8.7% | 25,823 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +0.6% | 25,713 | $2.4M |
| Morey & Quinn Wealth Partners, LLC | 1.76% | Add +19.9% | 25,499 | $2.4M |
| Perennial Investment Advisors, LLC | 0.19% | Add +1.0% | 25,141 | $2.4M |
| Fermata Advisors, LLC | 0.57% | Add +15.1% | 23,818 | $2.2M |
| Semus Wealth Partners LLC | 1.26% | Add +2.2% | 23,786 | $2.2M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Reduce -8.8% | 23,276 | $2.2M |
| Belpointe Asset Management LLC | 0.08% | Reduce -10.3% | 22,701 | $2.1M |
| New Wave Wealth Advisors LLC | 0.81% | Add +130.2% | 22,242 | $2.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +137.1% | 22,175 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +33.4% | 22,170 | $2.1M |
| Bank of Montreal | 0.00% | Add +20.0% | 20,846 | $2.0M |
| Moloney Securities Asset Management, LLC | 0.23% | Add +1.6% | 20,437 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +39.4% | 20,339 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | New | 19,916 | $1.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.22% | No change | 19,865 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -8.9% | 18,784 | $1.8M |
| Cambridge Advisors Inc. | 0.34% | Add +20.3% | 18,621 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +5.4% | 18,373 | $1.7M |
| Heritage Wealth Management, Inc. | 0.50% | Add +41.9% | 18,184 | $1.7M |
| WBH Advisory Inc. | 0.13% | Add +13.5% | 17,995 | $1.7M |
| John W. Brooker & Co., CPAs | 3.34% | Add +0.9% | 17,560 | $1.6M |
| &partners | 0.01% | Add +527.0% | 17,493 | $1.6M |
| Bill Few Associates, Inc. | 0.40% | Add +3.1% | 16,410 | $1.5M |
| von Borstel & Associates, Inc. | 0.23% | New | 15,858 | $1.5M |
| Morgan Stanley | 0.00% | Add +111.9% | 15,985 | $1.5M |
| Carnegie Investment Counsel | 0.03% | Reduce -0.5% | 15,923 | $1.5M |
| Lake Street Private Wealth, LLC | 0.19% | Add +8.7% | 15,917 | $1.5M |
| Wayfinding Financial, LLC | 0.64% | Add +4.4% | 15,810 | $1.5M |
| Drive Wealth Management, LLC | 0.31% | Add +48.5% | 15,658 | $1.5M |
| 3Chopt Investment Partners, LLC | 0.33% | Add +2.8% | 15,383 | $1.4M |
| Legacy Edge Advisors, LLC | 0.17% | New | 15,346 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +8.0% | 15,184 | $1.4M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -0.9% | 15,086 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Reduce -2.5% | 14,746 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -17.0% | 14,593 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -53.4% | 14,207 | $1.3M |
| Atticus Wealth Management, LLC | 0.33% | Add +94.6% | 13,971 | $1.3M |
| Axis Wealth Partners, LLC | 0.77% | Add +9.5% | 13,953 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -33.9% | 13,342 | $1.3M |
| Boyum Wealth Architects LLC | 0.75% | Add +87.3% | 12,925 | $1.2M |
| Synovus Financial Corp. | 0.01% | Add +38.0% | 12,684 | $1.2M |
| ORG Partners LLC | 0.22% | Reduce -4.5% | 12,396 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +269.2% | 12,064 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +8.0% | 12,037 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.39% | Add +15.1% | 12,001 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.1% | 11,864 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -72.9% | 11,847 | $1.1M |
| Renaissance Technologies | 0.00% | Add +14.8% | 11,600 | $1.1M |
| Cobblestone Asset Management LLC | 0.48% | Add +1.2% | 11,151 | $1.0M |
| Composition Wealth, LLC | 0.02% | New | 10,918 | $1.0M |
| Sutton Place Investors LLC | 0.57% | Reduce -3.0% | 10,745 | $1.0M |
| Cozad Asset Management Inc. | 0.08% | Add +16.1% | 10,649 | $998K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -42.7% | 10,291 | $965K |
| Valmark Advisers, Inc. | 0.01% | Add +10.3% | 10,050 | $942K |
| Independent Financial Group, LLC | 0.02% | Reduce -63.1% | 9,695 | $909K |
| Sovran Advisors, LLC | 0.08% | Add +3.3% | 9,423 | $904K |
| Barnes Wealth Management Group, Inc | 0.50% | Reduce -4.4% | 9,615 | $901K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.3% | 9,587 | $899K |
| YHB Investment Advisors, Inc. | 0.07% | Add +123.7% | 9,579 | $898K |
| Cary Street Partners Investment Advisory LLC | 0.37% | Reduce -7.2% | 9,529 | $893K |
| Cordgrass Capital Advisors, LLC | 0.22% | No change | 9,367 | $878K |
| High Net Worth Advisory Group LLC | 0.20% | Add +9.9% | 8,802 | $825K |
| VestGen Advisors, LLC | 0.03% | Reduce -2.3% | 8,745 | $820K |
| Summit Financial, LLC | 0.01% | New | 8,472 | $794K |
| Twin Peaks Wealth Advisors, LLC | 0.26% | Reduce -7.9% | 8,238 | $772K |
| Confluence Wealth Services, Inc. | 0.04% | Reduce -0.3% | 7,948 | $745K |
| Apollon Wealth Management, LLC | 0.01% | No change | 7,872 | $738K |
| Ignite Planners, LLC | 0.12% | Add +2.6% | 7,844 | $735K |
| Lakeridge Wealth Management LLC | 0.32% | Add +2.1% | 7,586 | $711K |
| Krilogy Financial LLC | 0.03% | New | 7,354 | $698K |
| Gateway Wealth Partners, LLC | 0.09% | Reduce -12.9% | 7,323 | $687K |
| Firethorn Wealth Partners, LLC | 0.26% | Add +3.2% | 7,026 | $659K |
| AdvisorNet Financial, Inc | 0.04% | Add +2.3% | 6,868 | $644K |
| Onyx Bridge Wealth Group LLC | 0.07% | New | 6,742 | $632K |
| Advisory Services Network, LLC | 0.01% | Add +36.6% | 6,618 | $620K |
| Platform Technology Partners | 0.15% | No change | 6,500 | $609K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -84.2% | 6,462 | $606K |
| Wedbush Securities Inc. | 0.02% | Add +2.5% | 6,215 | $583K |
| Rollins Financial Advisors, LLC | 0.09% | Add +32.3% | 6,207 | $582K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.7% | 5,893 | $552K |
| Cooper Financial Group | 0.06% | Add +36.5% | 5,866 | $550K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +76.6% | 5,806 | $544K |
| GeoWealth Management, LLC | 0.02% | Reduce -20.1% | 5,743 | $538K |
| Nwam LLC | 0.03% | Add +6.8% | 5,545 | $521K |
| First PREMIER Bank | 0.12% | No change | 5,543 | $520K |
| Fagan Associates, Inc. | 0.07% | Add +18.4% | 5,507 | $516K |
| Creative Planning | 0.00% | Add +76.2% | 5,383 | $505K |
| True Vision MN LLC | 0.26% | Reduce -2.2% | 5,345 | $501K |
| Private Trust Co. NA | 0.04% | Reduce -20.8% | 5,253 | $492K |
| Comerica Bank | 0.00% | Reduce -5.6% | 5,217 | $489K |
| AQR Capital Management | 0.00% | Add +100.5% | 5,200 | $488K |
| Marshall Investment Management, LLC | 0.26% | New | 5,167 | $484K |
| Park Place Capital Corp | 0.10% | No change | 5,107 | $479K |
| Intrua Financial, LLC | 0.05% | Add +0.6% | 4,966 | $466K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +34.7% | 4,771 | $447K |
| Kuhn & Co Investment Counsel | 0.34% | Reduce -5.9% | 4,526 | $424K |
| Oppenheimer & Co. Inc. | 0.01% | Add +13.2% | 4,392 | $412K |
| Worth Financial Advisory Group, LLC | 0.23% | Add +12.1% | 4,345 | $407K |
| Nautilus Advisors LLC | 0.27% | Reduce -2.3% | 4,289 | $402K |
| World Investment Advisors | 0.01% | No change | 4,105 | $385K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.9% | 4,066 | $381K |
| Nvwm, LLC | 0.08% | No change | 4,015 | $376K |
| Kennedy Investment Group, Inc. | 0.15% | Add +57.5% | 3,987 | $374K |
| Soltis Investment Advisors LLC | 0.03% | New | 3,970 | $372K |
| Financial Partners Group, Inc | 0.05% | New | 3,954 | $371K |
| International Assets Investment Management, LLC | 0.03% | No change | 4,223 | $359K |
| Harbour Investments, Inc. | 0.01% | No change | 3,766 | $353K |
| Barnes Pettey Financial Advisors, LLC | 0.19% | Add +16.8% | 3,721 | $349K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.3% | 3,717 | $348K |
| Savvy Advisors, Inc. | 0.02% | Reduce -26.1% | 3,688 | $346K |
| Essex Financial Services, Inc. | 0.02% | Reduce -10.4% | 3,673 | $344K |
| ADG Wealth Management Group, LLC | 0.27% | New | 3,585 | $336K |
| Westside Investment Management, Inc. | 0.05% | Reduce -3.0% | 3,517 | $330K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -19.4% | 3,427 | $321K |
| Saxon Interests, Inc. | 0.12% | New | 3,536 | $315K |
| Ameritas Advisory Services, LLC | 0.02% | Add +31.1% | 3,262 | $306K |
| Riverstone Advisors, LLC | 0.15% | No change | 3,198 | $300K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.5% | 3,164 | $297K |
| Trustmark Bank Trust Department | 0.02% | No change | 3,000 | $281K |
| Mercer Global Advisors Inc. | 0.00% | Add +16.7% | 2,982 | $280K |
| Fourth Dimension Wealth, LLC | 0.10% | No change | 2,900 | $272K |
| Strategic Planning Group, LLC | 0.04% | Reduce -98.3% | 2,880 | $270K |
| MBA Advisors LLC | 0.11% | No change | 2,844 | $267K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 2,835 | $266K |
| PFG Investments, LLC | 0.01% | Add +11.6% | 2,782 | $261K |
| Empirical Asset Management, LLC | 0.07% | No change | 2,594 | $243K |
| Integrated Investment Consultants, LLC | 0.04% | Add +0.4% | 2,593 | $243K |
| Plan Group Financial, LLC | 0.06% | New | 2,567 | $241K |
| Colonial Trust Co / SC | 0.03% | Add +78.7% | 2,534 | $238K |
| MBL Wealth, LLC | 0.02% | New | 2,490 | $233K |
| Root Financial Partners, LLC | 0.01% | New | 2,475 | $232K |
| KPP Advisory Services LLC | 0.03% | New | 2,438 | $229K |
| Principal Securities, Inc. | 0.00% | Add +2.7% | 2,429 | $228K |
| BAM Wealth Management, LLC | 0.18% | — | 2,420 | $227K |
| Winebrenner Capital Management LLC | 0.16% | Add +2.2% | 2,417 | $227K |
| Olde Wealth Management, LLC | 0.07% | — | 2,332 | $221K |
| Gill Capital Partners, LLC | 0.07% | No change | 2,353 | $221K |
| Northwest Financial Advisors | 0.28% | New | 2,320 | $217K |
| Crewe Advisors LLC | 0.02% | Add +2.3% | 1,811 | $170K |
| Capital Analysts, LLC | 0.00% | Reduce -16.3% | 1,774 | $166K |
| Hazlett, Burt & Watson, Inc. | 0.05% | New | 1,416 | $133K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,414 | $133K |
| Parallel Advisors, LLC | 0.00% | No change | 1,300 | $122K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.5% | 1,298 | $122K |
| Allworth Financial LP | 0.00% | No change | 1,118 | $105K |
| AE Wealth Management LLC | 0.00% | No change | 934 | $88K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.16% | Reduce -96.3% | 845 | $79K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 768 | $72K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 630 | $59K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 466 | $44K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.3% | 443 | $42K |
| Rossby Financial, LCC | 0.01% | No change | 424 | $40K |
| LGT Financial Advisors LLC | 0.08% | Add +15.6% | 401 | $38K |
| Assetmark, Inc. | 0.00% | No change | 398 | $37K |
| Balentine LLC | 0.00% | New | 314 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -76.6% | 312 | $29K |
| MCF Advisors LLC | 0.00% | Add +11.1% | 300 | $28K |
| GAMMA Investing LLC | 0.00% | New | 295 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -90.1% | 270 | $25K |
| MAI Capital Management | 0.00% | New | 269 | $25K |
| BlackRock, Inc. | 0.00% | No change | 226 | $21K |
| CX Institutional | 0.00% | No change | 187 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 190 | $18K |
| Spire Wealth Management | 0.00% | Reduce -7.0% | 185 | $17K |
| Larson Financial Group LLC | 0.00% | No change | 150 | $14K |
| First Community Trust NA | 0.01% | New | 148 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Add +58.1% | 136 | $13K |
| Aventura Private Wealth, LLC | 0.00% | No change | 120 | $11K |
| Bare Financial Services, Inc | 0.00% | No change | 118 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 105 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 102 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 95 | $9K |
| Ameriflex Group, Inc. | 0.00% | Reduce -46.7% | 56 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 53 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 53 | $5K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 51 | $5K |
| Clearstead Advisors, LLC | 0.00% | Reduce -99.7% | 28 | $3K |
| St Germain D J Co. Inc. | 0.00% | New | 26 | $2K |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.