JPMorgan Active Growth ETFJGROETF
13F holders, Q4 2025 (December 31)352holders +51
42new positions
11sold out
4famous investors
$92.81avg. 13F price*
At the end of Q4 2025, 352 institutions reported holding JPMorgan Active Growth ETF (JGRO) in their 13F filings, up 51 from Q3 2025. 42 opened new positions and 11 sold out. The largest holders were JPMorgan Chase & Co. ($1.2B), LPL Financial LLC ($642.4M) and Ameriprise Financial Inc. ($430.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Active Growth ETF
- CUSIP
- 46654Q609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $69.8M |
| Exits | 11 | $16.7M |
All 13F filers, Q3 2025 → Q4 2025: 8,683,881 shares bought and 1,762,479 shares sold, net +6,921,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| JPMorgan Chase & Co. | 0.08% | Add +23.6% | 12,942,682 | $1.2B |
| LPL Financial LLC | 0.18% | Add +14.7% | 6,922,629 | $642.4M |
| Ameriprise Financial Inc. | 0.10% | Add +9.9% | 4,640,180 | $430.6M |
| Captrust Financial Advisors | 0.69% | Add +5.0% | 3,917,245 | $363.5M |
| Jones Financial Companies LLLP | 0.14% | Add +17.0% | 2,483,557 | $230.5M |
| Raymond James Financial Inc. | 0.07% | Add +20.2% | 2,306,569 | $214.0M |
| Bank of America Corp. | 0.01% | Add +4.8% | 1,957,491 | $181.7M |
| Janney Montgomery Scott LLC | 0.34% | Add +6.0% | 1,590,617 | $147.6M |
| Cwm, LLC | 0.37% | Reduce -2.2% | 1,452,422 | $134.8M |
| Commonwealth Equity Services, LLC | 0.18% | Add +11.5% | 1,442,448 | $133.9M |
| UBS Group AG | 0.02% | Reduce -3.1% | 1,288,539 | $119.6M |
| Royal Bank of Canada | 0.02% | Add +23.0% | 1,266,241 | $117.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +13.2% | 1,108,688 | $102.9M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +4.9% | 861,417 | $80.6M |
| Avior Wealth Management, LLC | 2.34% | Reduce -3.1% | 807,865 | $75.0M |
| Correct Capital Wealth Management | 13.44% | Reduce -13.9% | 769,049 | $71.4M |
| Osaic Holdings, Inc. | 0.10% | Reduce -14.1% | 768,062 | $71.3M |
| Focus Partners Wealth | 0.07% | Add +3.4% | 667,338 | $61.9M |
| Goldstein Advisors, LLC | 6.82% | Add +0.1% | 644,799 | $59.8M |
| Vestmark Advisory Solutions, Inc. | 0.76% | Add +10.6% | 609,693 | $56.6M |
| Provenance Wealth Advisors, LLC | 6.00% | Add +31.8% | 583,636 | $54.2M |
| American Trust | 4.49% | Reduce -9.3% | 574,951 | $53.4M |
| Great Valley Advisor Group, Inc. | 1.01% | Add +6.7% | 566,163 | $52.5M |
| GGM Financial LLC | 24.31% | Add +1.4% | 539,190 | $50.0M |
| Cetera Investment Advisers | 0.05% | Add +13.6% | 536,020 | $49.7M |
| Wells Fargo & Company | 0.01% | Add +48.3% | 532,423 | $49.4M |
| Stifel Financial Corp. | 0.04% | Add +7.7% | 512,742 | $47.6M |
| Steph & Co. | 13.32% | Add +4.1% | 498,188 | $46.2M |
| Cary Street Partners Financial LLC | 1.11% | Add +1.0% | 482,030 | $44.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.6% | 469,027 | $43.5M |
| Stratos Wealth Partners, LTD. | 0.49% | Reduce -0.5% | 467,447 | $43.4M |
| Berman McAleer LLC | 5.60% | Add +0.6% | 441,743 | $41.0M |
| Daymark Wealth Partners, LLC | 1.25% | Add +12.8% | 421,054 | $39.1M |
| Two Sigma Investments, LP | 0.06% | Add +1100.9% | 414,300 | $38.4M |
| Private Advisor Group, LLC | 0.18% | Reduce -17.4% | 408,059 | $37.9M |
| Trust Co | 3.51% | Add +0.5% | 403,269 | $37.4M |
| FMR LLC | 0.00% | Add +208.0% | 382,465 | $35.5M |
| HighTower Advisors, LLC | 0.04% | Add +0.8% | 358,263 | $33.2M |
| Beaumont Financial Advisors, LLC | 2.18% | Add +0.2% | 355,838 | $33.0M |
| AlphaCore Capital LLC | 0.72% | Add +6.3% | 345,297 | $32.0M |
| MML Investors Services, LLC | 0.08% | Add +18.0% | 334,806 | $31.1M |
| Sequoia Financial Advisors, LLC | 0.17% | New | 334,688 | $31.1M |
| Mariner, LLC | 0.04% | Add +4.7% | 326,741 | $30.3M |
| HUB Investment Partners, LLC | 0.83% | Add +2.4% | 326,449 | $30.3M |
| Frontier Asset Management, LLC | 6.96% | Add +14.2% | 323,181 | $30.0M |
| Aprio Wealth Management, LLC | 1.67% | New | 313,231 | $29.1M |
| Crumly & Associates Inc. | 5.60% | Reduce -15.3% | 287,447 | $26.7M |
| Advantage Trust Co | 11.62% | Add +1.0% | 277,875 | $25.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +642.5% | 255,485 | $23.7M |
| Orrstown Financial Services Inc. | 3.34% | Add +4.6% | 215,573 | $20.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +16.4% | 204,795 | $19.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +4.5% | 204,349 | $19.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +8.8% | 197,227 | $18.3M |
| Arlington Financial Advisors, LLC | 2.56% | Add +2.3% | 192,536 | $17.9M |
| Venture Visionary Partners LLC | 0.58% | Reduce -0.7% | 191,169 | $17.8M |
| Wagner Wealth Management, LLC | 3.73% | Add +1.8% | 188,894 | $17.5M |
| D.A. Davidson & Co. | 0.11% | Add +8.7% | 185,739 | $17.2M |
| Tradition Wealth Management, LLC | 1.23% | Add +2.8% | 184,843 | $17.2M |
| Sprinkle Financial Consultants LLC | 8.24% | Add +26.5% | 174,866 | $16.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.81% | — | 161,880 | $15.0M |
| WealthPlan Investment Management, LLC | 0.90% | Add +66.1% | 152,376 | $14.1M |
| Resolute Wealth Strategies, LLC | 6.19% | Add +4.6% | 152,211 | $14.1M |
| Welch Financial Planning, LLC | 9.09% | — | 134,424 | $12.5M |
| Geneos Wealth Management Inc. | 0.30% | Add +2.1% | 134,204 | $12.5M |
| Greenbush Financial Group, LLC | 4.16% | Add +14.6% | 131,875 | $12.2M |
| MN Wealth Advisors, LLC | 5.78% | Add +3.7% | 123,247 | $11.4M |
| NewEdge Advisors, LLC | 0.04% | Add +35.5% | 120,898 | $11.2M |
| Foundry Financial Group, Inc. | 5.45% | Add +9.7% | 117,350 | $10.9M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -59.5% | 115,100 | $10.7M |
| Keyvantage Wealth, LLC | 4.21% | Reduce -37.4% | 105,983 | $9.8M |
| Allegheny Financial Group | 1.41% | Add +48.1% | 102,328 | $9.5M |
| Penobscot Wealth Management | 2.91% | Add +4.7% | 101,389 | $9.4M |
| Menora Mivtachim Holdings LTD. | 0.04% | Add +12.6% | 100,042 | $9.3M |
| Strategic Blueprint, LLC | 0.52% | Reduce -2.0% | 94,370 | $8.8M |
| Western Wealth Management, LLC | 0.40% | Add +5.6% | 93,504 | $8.7M |
| Guided Capital Wealth Management, LLC | 5.77% | Reduce -4.0% | 88,754 | $8.2M |
| Selby Wealth Management, LLC | 3.31% | — | 88,439 | $8.2M |
| Alpha Advisors, LLC | 5.81% | Reduce -7.0% | 81,143 | $7.5M |
| WCG Wealth Advisors LLC | 0.20% | Reduce -14.1% | 77,362 | $7.2M |
| Mgo One Seven LLC | 0.14% | Add +6.8% | 73,144 | $6.8M |
| Exchange Traded Concepts, LLC | 0.06% | Add +2.0% | 72,360 | $6.7M |
| CreativeOne Wealth, LLC | 0.16% | Add +6.7% | 71,632 | $6.6M |
| Yarger Wealth Strategies, LLC | 2.76% | Add +4.5% | 69,184 | $6.4M |
| Perigon Wealth Management, LLC | 0.11% | Add +2.7% | 69,108 | $6.4M |
| Morgan Stanley | 0.00% | Add +325.6% | 68,028 | $6.3M |
| Echo Wealth Management, LLC | 3.63% | Add +37.2% | 66,977 | $6.2M |
| Natixis Advisors, LLC | 0.01% | Add +41.4% | 66,572 | $6.2M |
| Aurdan Capital Management, LLC | 1.90% | Add +19.8% | 66,466 | $6.2M |
| Formidable Asset Management, LLC | 0.87% | Add +5.7% | 63,953 | $6.0M |
| Founders Financial Alliance, LLC | 1.13% | Add +9.4% | 64,398 | $6.0M |
| Visionary Wealth Advisors | 0.27% | Add +5.1% | 64,273 | $6.0M |
| Focused Alpha, LLC | 1.70% | — | 62,299 | $5.8M |
| Modern Wealth Management, LLC | 0.10% | Reduce -0.5% | 60,591 | $5.6M |
| &partners | 0.03% | Add +234.6% | 58,525 | $5.4M |
| Eldridge Investment Advisors, Inc. | 1.17% | Add +31.6% | 57,494 | $5.3M |
| Corient Private Wealth LP | 0.01% | Add +28.3% | 56,958 | $5.3M |
| Argent Trust Co | 0.18% | Add +2.8% | 56,577 | $5.3M |
| Stephens Inc. | 0.06% | Reduce -0.3% | 55,433 | $5.1M |
| Centerpoint Advisory Group | 3.96% | Reduce -4.9% | 55,383 | $5.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.54% | Add +4.1% | 49,178 | $4.6M |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.