JPMorgan Active Growth ETFJGROETF
13F holders, Q1 2026 (March 31)353holders +1
32new positions
28sold out
3famous investors
$83.86avg. 13F price*
At the end of Q1 2026, 353 institutions reported holding JPMorgan Active Growth ETF (JGRO) in their 13F filings, up 1 from Q4 2025. 32 opened new positions and 28 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), LPL Financial LLC ($617.2M) and Ameriprise Financial Inc. ($394.5M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $32.9M |
| Exits | 28 | $22.1M |
All 13F filers, Q4 2025 → Q1 2026: 6,517,552 shares bought and 2,633,754 shares sold, net +3,883,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| JPMorgan Chase & Co. | 0.07% | Add +1.4% | 13,128,939 | $1.1B |
| LPL Financial LLC | 0.16% | Add +5.5% | 7,301,993 | $617.2M |
| Ameriprise Financial Inc. | 0.09% | Add +0.6% | 4,668,574 | $394.5M |
| Captrust Financial Advisors | 0.63% | Add +9.6% | 4,292,843 | $362.8M |
| Raymond James Financial Inc. | 0.09% | Add +44.2% | 3,325,814 | $281.1M |
| Jones Financial Companies LLLP | 0.12% | Add +18.0% | 2,930,243 | $240.3M |
| Bank of America Corp. | 0.01% | Add +14.0% | 2,231,576 | $188.6M |
| Commonwealth Equity Services, LLC | 0.19% | Add +8.8% | 1,569,302 | $132.6M |
| Janney Montgomery Scott LLC | 0.33% | Reduce -2.0% | 1,558,376 | $131.7M |
| Cwm, LLC | 0.31% | Reduce -3.3% | 1,405,248 | $118.8M |
| Royal Bank of Canada | 0.02% | Add +6.5% | 1,348,530 | $114.0M |
| UBS Group AG | 0.02% | Reduce -1.7% | 1,266,505 | $107.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +11.3% | 1,234,442 | $104.3M |
| Cetera Investment Advisers | 0.11% | Add +123.2% | 1,196,206 | $101.1M |
| Wells Fargo & Company | 0.02% | Add +70.9% | 909,712 | $76.9M |
| Avior Wealth Management, LLC | 1.90% | Reduce -1.8% | 793,135 | $67.0M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -5.6% | 813,173 | $65.7M |
| Osaic Holdings, Inc. | 0.09% | Reduce -6.0% | 722,210 | $61.0M |
| Goldstein Advisors, LLC | 6.37% | Add +5.2% | 678,390 | $57.3M |
| Focus Partners Wealth | 0.06% | Add +0.3% | 669,406 | $56.6M |
| American Trust | 4.51% | Add +5.1% | 604,032 | $51.1M |
| GGM Financial LLC | 23.39% | Add +11.5% | 601,161 | $50.8M |
| Provenance Wealth Advisors, LLC | 5.00% | Reduce -4.2% | 558,867 | $47.2M |
| Great Valley Advisor Group, Inc. | 0.85% | Reduce -2.8% | 550,429 | $46.5M |
| Cary Street Partners Financial LLC | 1.10% | Add +8.8% | 524,474 | $44.3M |
| Vestmark Advisory Solutions, Inc. | 0.49% | Reduce -14.1% | 523,889 | $44.3M |
| Stifel Financial Corp. | 0.04% | Add +1.8% | 521,998 | $44.1M |
| Steph & Co. | 12.49% | Add +4.0% | 517,947 | $43.8M |
| Private Advisor Group, LLC | 0.19% | Add +17.5% | 479,593 | $40.5M |
| Stratos Wealth Partners, LTD. | 0.44% | Reduce -1.8% | 458,988 | $38.8M |
| Berman McAleer LLC | 5.23% | Add +2.6% | 453,276 | $38.3M |
| Daymark Wealth Partners, LLC | 1.19% | Add +5.9% | 445,778 | $37.7M |
| AlphaCore Capital LLC | 0.88% | Add +27.3% | 439,640 | $37.2M |
| Trust Co | 3.34% | Add +4.6% | 421,866 | $35.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.9% | 408,564 | $34.5M |
| HUB Investment Partners, LLC | 0.84% | Add +23.9% | 404,453 | $34.2M |
| FMR LLC | 0.00% | Add +1.9% | 389,605 | $32.9M |
| HighTower Advisors, LLC | 0.03% | Add +3.1% | 369,434 | $31.2M |
| Integrated Wealth Concepts LLC | 0.24% | Add +211.0% | 357,993 | $30.3M |
| Frontier Asset Management, LLC | 6.33% | Add +10.5% | 357,252 | $30.2M |
| Aprio Wealth Management, LLC | 1.51% | Add +4.3% | 326,607 | $27.6M |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -8.0% | 307,936 | $26.0M |
| Mariner, LLC | 0.03% | Reduce -9.3% | 296,242 | $25.0M |
| Advantage Trust Co | 10.82% | Add +2.8% | 285,609 | $24.1M |
| MML Investors Services, LLC | 0.06% | Reduce -21.4% | 263,071 | $22.2M |
| Crumly & Associates Inc. | 4.51% | Reduce -11.7% | 253,779 | $21.4M |
| WealthPlan Investment Management, LLC | 1.15% | Add +59.8% | 243,522 | $20.6M |
| Orrstown Financial Services Inc. | 3.32% | Add +9.0% | 234,992 | $19.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +9.3% | 215,646 | $18.2M |
| Arlington Financial Advisors, LLC | 2.55% | Add +9.9% | 211,610 | $17.9M |
| Correct Capital Wealth Management | 3.29% | Reduce -72.9% | 208,215 | $17.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -21.5% | 200,501 | $16.9M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -3.9% | 196,395 | $16.6M |
| Tradition Wealth Management, LLC | 1.18% | Add +5.8% | 195,610 | $16.5M |
| Wagner Wealth Management, LLC | 3.33% | Add +3.2% | 194,940 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -5.0% | 194,490 | $16.4M |
| Arkadios Wealth Advisors | 0.27% | Add +6095.3% | 193,170 | $16.3M |
| D.A. Davidson & Co. | 0.09% | Reduce -1.4% | 183,169 | $15.5M |
| Sprinkle Financial Consultants LLC | 7.12% | Add +4.0% | 181,868 | $15.4M |
| Allegheny Financial Group | 1.96% | Add +68.3% | 172,227 | $14.6M |
| Resolute Wealth Strategies, LLC | 5.86% | Add +5.6% | 160,789 | $13.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.56% | Reduce -2.3% | 158,185 | $13.4M |
| &partners | 0.06% | Add +147.9% | 145,063 | $12.3M |
| Welch Financial Planning, LLC | 8.40% | Add +2.8% | 138,201 | $11.7M |
| Foundry Financial Group, Inc. | 5.71% | Add +16.0% | 136,156 | $11.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 124,022 | $10.5M |
| Venture Visionary Partners LLC | 0.32% | Reduce -40.0% | 114,663 | $9.7M |
| MN Wealth Advisors, LLC | 4.51% | Reduce -11.1% | 109,585 | $9.3M |
| Penobscot Wealth Management | 2.69% | Add +6.4% | 107,844 | $9.1M |
| Greenbush Financial Group, LLC | 2.96% | Reduce -19.9% | 105,696 | $8.9M |
| Equitable Holdings, Inc. | 0.06% | Add +101.3% | 98,963 | $8.8M |
| Strategic Blueprint, LLC | 0.49% | Add +5.9% | 99,912 | $8.4M |
| Beaumont Financial Advisors, LLC | 0.58% | Reduce -72.1% | 99,246 | $8.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.47% | Add +100.8% | 98,750 | $8.3M |
| Keyvantage Wealth, LLC | 3.65% | Reduce -7.6% | 97,918 | $8.3M |
| Western Wealth Management, LLC | 0.31% | Add +2.8% | 96,143 | $8.1M |
| Geneos Wealth Management Inc. | 0.18% | Reduce -32.4% | 90,704 | $7.7M |
| Selby Wealth Management, LLC | 2.92% | Reduce -0.8% | 87,689 | $7.4M |
| Exchange Traded Concepts, LLC | 0.06% | Add +20.0% | 86,814 | $7.3M |
| Guided Capital Wealth Management, LLC | 4.82% | Reduce -2.6% | 86,474 | $7.3M |
| Strategic Financial Concepts, LLC | 1.79% | Add +1318.8% | 85,415 | $7.3M |
| Natixis Advisors, LLC | 0.01% | Add +20.6% | 80,303 | $6.8M |
| LexAurum Advisors, LLC | 0.88% | — | 80,199 | $6.8M |
| Alpha Advisors, LLC | 5.26% | Reduce -2.9% | 78,801 | $6.7M |
| Kingsview Wealth Management, LLC | 0.09% | Add +134.7% | 78,212 | $6.6M |
| Sagespring Wealth Partners, LLC | 0.12% | Add +2528.3% | 76,009 | $6.4M |
| Aurdan Capital Management, LLC | 1.93% | Add +14.2% | 75,919 | $6.4M |
| WCG Wealth Advisors LLC | 0.18% | Reduce -3.2% | 74,854 | $6.3M |
| Mgo One Seven LLC | 0.13% | Add +1.4% | 74,164 | $6.3M |
| Formidable Asset Management, LLC | 0.96% | Add +4.4% | 66,749 | $6.2M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -0.8% | 68,523 | $5.8M |
| Founders Financial Alliance, LLC | 1.03% | Add +4.7% | 67,440 | $5.7M |
| Corient Private Wealth LP | 0.01% | Add +14.1% | 64,984 | $5.5M |
| Yarger Wealth Strategies, LLC | 2.21% | Reduce -6.7% | 64,521 | $5.5M |
| Modern Wealth Management, LLC | 0.09% | Add +5.2% | 63,750 | $5.4M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -10.6% | 64,023 | $5.4M |
| Visionary Wealth Advisors | 0.23% | Reduce -4.0% | 61,686 | $5.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -50.5% | 59,860 | $5.1M |
| Echo Wealth Management, LLC | 2.76% | Reduce -15.3% | 56,694 | $4.8M |
| Argent Trust Co | 0.16% | Reduce -0.7% | 56,202 | $4.8M |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.