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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions32$32.9M
Exits28$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
IHT Wealth Management, LLC 0.11% Add +52.2% 56,072 $4.7M
Stephens Inc. 0.06% Add +1.1% 56,068 $4.7M
Triad Wealth Partners, LLC 0.37% Add +13.8% 55,940 $4.7M
Centerpoint Advisory Group 3.44% Reduce -2.3% 54,087 $4.6M
Signature Estate & Investment Advisors LLC 0.09% Add +17.4% 50,800 $4.3M
Focused Alpha, LLC 1.32% Reduce -19.1% 50,385 $4.3M
Motco 0.38% Add +21.7% 48,969 $4.1M
Greenline Wealth Management LLC 4.74% Add +4.4% 48,624 $4.1M
Broadway Wealth Solutions, Inc. 1.97% Add +4.3% 44,986 $3.8M
NorthCrest Asset Manangement, LLC 0.12% New 43,981 $3.8M
Cary Street Partners Investment Advisory LLC 0.94% Add +25.1% 43,531 $3.7M
TBH Global Asset Management, LLC 0.74% New 43,212 $3.7M
Ascent Group, LLC 0.12% Add +8.3% 42,424 $3.6M
rebel Financial LLC 1.50% Add +13.8% 40,947 $3.5M
Prospera Financial Services Inc 0.06% Reduce -0.6% 40,740 $3.4M
Purus Wealth Management, LLC 1.04% Add +13.4% 38,521 $3.3M
IFP Advisors, Inc 0.07% Add +4.7% 38,360 $3.2M
Golden State Wealth Management, LLC 0.34% Add +1599.3% 36,689 $3.1M
Comprehensive Financial Planning, Inc. 2.13% Add +0.9% 36,393 $3.1M
Sanctuary Advisors, LLC 0.02% Add +19.1% 36,370 $3.1M
Perennial Investment Advisors, LLC 0.24% Add +15.6% 36,139 $3.1M
Morey & Quinn Wealth Partners, LLC 2.07% Add +8.6% 34,397 $2.9M
Keystone Wealth Services, LLC 0.62% Reduce -0.8% 34,121 $2.9M
5T Wealth, LLC 1.13% Reduce -11.3% 33,902 $2.9M
Hopwood Nicholas Hunter 0.90% Add +4.4% 33,462 $2.8M
Fermata Advisors, LLC 0.62% Add +31.1% 32,806 $2.8M
Merited Wealth, LLC 2.07% Add +99.5% 29,595 $2.5M
Cornerstone Wealth Management, LLC 0.13% Add +17.9% 29,570 $2.5M
Two Sigma Investments, LP 0.00% Reduce -93.0% 28,900 $2.4M
Private Wealth Partners, LLC 0.19% Reduce -23.5% 28,700 $2.4M
Nations Financial Group Inc, /Ia/ 0.12% Add +14.4% 28,656 $2.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -7.0% 28,426 $2.4M
Kintra Wealth, LLC 0.17% New 28,278 $2.4M
Nixon Peabody Trust Co. 0.19% Add +3.6% 28,159 $2.4M
Ascentis Independent Advisors 0.18% New 28,096 $2.4M
Qube Research & Technologies Ltd 0.00% Reduce -16.8% 27,138 $2.3M
Empire Life Investments Inc. 0.13% Reduce -28.8% 25,938 $2.2M
Legacy Edge Advisors, LLC 0.23% Add +21.5% 25,922 $2.2M
Bill Few Associates, Inc. 0.52% Add +52.6% 25,854 $2.2M
Eldridge Investment Advisors, Inc. 0.47% Reduce -56.0% 25,302 $2.1M
Truist Financial Corp. 0.00% Reduce -8.8% 25,294 $2.1M
Ashton Thomas Private Wealth, LLC 0.05% Reduce -4.3% 25,161 $2.1M
Farther Finance Advisors, LLC 0.02% Reduce -1.2% 23,983 $2.0M
WBH Advisory Inc. 0.15% Add +8.2% 23,703 $2.0M
Semus Wealth Partners LLC 1.10% Reduce -1.5% 23,282 $2.0M
WealthPLAN Partners, LLC 0.38% Add +267.8% 22,953 $1.9M
Cordgrass Capital Advisors, LLC 0.44% Add +12.3% 22,350 $1.9M
Elevation Wealth Management LLC 1.69% Reduce -5.5% 21,729 $1.8M
Cambridge Advisors Inc. 0.35% Reduce -13.0% 21,597 $1.8M
Schneider Downs Wealth Management Advisors, LP 0.20% Add +7.4% 21,354 $1.8M
Smith, Moore & Co. 0.13% Reduce -4.7% 21,311 $1.8M
New Wave Wealth Advisors LLC 0.63% Reduce -15.3% 21,268 $1.8M
Boyum Wealth Architects LLC 0.75% Add +6.7% 18,993 $1.8M
Heritage Wealth Management, Inc. 0.88% Add +2.9% 21,078 $1.8M
Flagship Harbor Advisors, LLC 0.08% Add +6.9% 20,301 $1.7M
Atticus Wealth Management, LLC 0.46% Add +13.7% 20,255 $1.7M
Northwest Wealth Advisors, LLC 1.21% Add +14.5% 20,036 $1.7M
Clear Creek Financial Management, LLC 0.12% Add +5.1% 18,381 $1.6M
MassMutual Private Wealth & Trust, FSB 0.04% Reduce -21.1% 18,165 $1.5M
Pinnacle Financial Partners, Inc. 0.01% Add +12.7% 18,164 $1.5M
Jane Street Group, LLC 0.00% New 17,060 $1.4M
Benjamin Edwards Inc. 0.01% Add +11.0% 16,914 $1.4M
Snowden Capital Advisors LLC 0.04% Add +28.9% 16,674 $1.4M
Gateway Wealth Partners, LLC 0.05% Add +74.5% 16,514 $1.4M
Carnegie Investment Counsel 0.03% Add +1.4% 15,838 $1.3M
Lake Street Private Wealth, LLC 0.17% Reduce -12.0% 15,616 $1.3M
Kennedy Investment Group, Inc. 0.52% Add +24.7% 15,561 $1.3M
Vienna Asset Management LLC 1.02% Add +16.5% 15,274 $1.3M
3Chopt Investment Partners, LLC 0.29% Reduce -7.0% 15,019 $1.3M
Axis Wealth Partners, LLC 0.67% Add +9.1% 14,997 $1.3M
Gladstone Institutional Advisory LLC 0.05% Add +149.1% 14,982 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.52% Add +22.2% 14,980 $1.3M
Wayfinding Financial, LLC 0.55% Reduce -6.8% 14,943 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +19.1% 14,589 $1.2M
Summit Financial, LLC 0.02% Add +38.6% 14,221 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +18.7% 14,166 $1.2M
Ignite Planners, LLC 0.18% Add +27.2% 13,421 $1.2M
Twin Peaks Wealth Advisors, LLC 0.29% Add +9.2% 13,547 $1.1M
Unique Wealth, LLC 0.16% New 13,508 $1.1M
Valmark Advisers, Inc. 0.01% Add +21.0% 13,413 $1.1M
Cobblestone Asset Management LLC 0.49% Reduce -0.4% 12,917 $1.1M
Kestra Private Wealth Services, LLC 0.01% Add +3.7% 12,552 $1.1M
AQR Capital Management 0.00% Reduce -10.9% 12,434 $1.1M
YHB Investment Advisors, Inc. 0.07% Add +8.2% 12,066 $1.0M
Advisory Services Network, LLC 0.01% Add +17.8% 12,024 $1.0M
USAdvisors Wealth Management, LLC 0.34% Add +4.7% 12,470 $1.0M
John W. Brooker & Co., CPAs 1.59% Reduce -28.2% 11,924 $1.0M
Sovran Advisors, LLC 0.08% Add +12.7% 10,627 $995K
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.5% 11,524 $974K
Sutton Place Investors LLC 0.52% Add +4.6% 11,307 $956K
Wealthspire Advisors, LLC 0.01% Add +7.4% 11,306 $956K
Hazlett, Burt & Watson, Inc. 0.29% Add +26.5% 11,038 $936K
Level Four Advisory Services, LLC 0.03% New 11,070 $936K
Merit Financial Group, LLC 0.01% New 10,950 $926K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -37.4% 10,782 $911K
Arwa LLC 0.45% Reduce -16.9% 10,278 $910K
Composition Wealth, LLC 0.01% Reduce -1.8% 10,707 $905K
Financial Partners Group, Inc 0.11% Add +84.3% 10,637 $899K
Gotham Asset Management 0.00% Add +148.8% 10,440 $882K
Northern Trust Corp. 0.00% New 10,430 $882K
Saxon Interests, Inc. 0.29% Add +38.0% 9,882 $835K
HB Wealth Management, LLC 0.01% Add +19.1% 9,795 $828K
Barnes Wealth Management Group, Inc 0.42% Add +7.2% 9,727 $822K
High Net Worth Advisory Group LLC 0.19% Add +2.9% 9,605 $812K
Steward Partners Investment Advisory, LLC 0.00% Reduce -26.6% 9,602 $812K
Lido Advisors, LLC 0.00% Add +173.9% 9,450 $799K
Lakeridge Wealth Management LLC 0.33% Add +12.4% 9,038 $764K
Confluence Wealth Services, Inc. 0.03% Add +13.8% 8,729 $738K
HRT Financial LP 0.00% New 8,714 $736K
Concurrent Investment Advisors, LLC 0.01% Add +194.5% 8,579 $725K
Procyon Advisors, LLC 0.04% Add +91.5% 8,476 $716K
Apollon Wealth Management, LLC 0.01% Add +1.0% 7,948 $672K
Wedbush Securities Inc. 0.02% Add +19.5% 7,840 $663K
Oppenheimer & Co. Inc. 0.01% Add +27.3% 7,777 $657K
Evergreen Wealth Partners LLC 0.49% Add +5.5% 7,652 $647K
Independent Financial Group, LLC 0.01% Reduce -15.1% 7,252 $613K
Cooper Financial Group 0.06% Add +5.9% 7,143 $604K
Krilogy Financial LLC 0.02% Reduce -4.8% 6,388 $586K
Mayflower Financial Advisors, LLC 0.07% New 6,899 $583K
Barnes Pettey Financial Advisors, LLC 0.25% Add +56.1% 6,894 $583K
Opal Wealth Advisors, LLC 0.13% Add +52.6% 6,867 $580K
AdvisorNet Financial, Inc 0.03% Reduce -3.7% 6,764 $572K
Fagan Associates, Inc. 0.08% Add +5.9% 6,734 $569K
Firethorn Wealth Partners, LLC 0.21% Reduce -5.6% 6,682 $565K
Platform Technology Partners 0.11% No change 6,500 $549K
Renaissance Technologies 0.00% Reduce -67.2% 6,500 $549K
Morgan Stanley 0.00% Reduce -90.5% 6,482 $548K
Fifth Third Bancorp 0.00% Add +2479.6% 6,062 $512K
Asset One Wealth Management LLC 0.06% New 5,471 $504K
BIP Wealth, LLC 0.02% Add +5.9% 5,860 $495K
Intrua Financial, LLC 0.05% Add +2.3% 5,774 $488K
Northwest Financial Advisors 0.93% New 5,729 $484K
Wealthcare Advisory Partners LLC 0.01% Reduce -4.4% 5,606 $474K
Marshall Investment Management, LLC 0.23% Add +1.0% 5,562 $470K
First PREMIER Bank 0.11% No change 5,543 $468K
Cozad Asset Management Inc. 0.04% Reduce -42.2% 5,515 $466K
Susquehanna International Group, LLP 0.00% Reduce -88.2% 5,499 $465K
VestGen Advisors, LLC 0.01% Add +4.4% 4,746 $459K
Rollins Financial Advisors, LLC 0.07% Reduce -22.8% 5,359 $453K
Creative Planning 0.00% Reduce -5.1% 5,285 $447K
DAVENPORT & Co LLC 0.00% Add +12.8% 5,138 $434K
Park Place Capital Corp 0.09% No change 5,107 $432K
SBI Okasan Asset Management Co.Ltd. 0.02% Add +1.8% 5,279 $430K
Essex Financial Services, Inc. 0.02% Add +33.7% 5,055 $427K
Emergent Wealth Advisors, LLC 0.25% New 5,010 $423K
Wagner Wealth Management, Corp 0.38% Add +18.8% 4,960 $419K
Mercer Global Advisors Inc. 0.00% Add +54.2% 4,827 $408K
GeoWealth Management, LLC 0.01% Reduce -18.5% 4,807 $406K
True Vision MN LLC 0.21% Reduce -11.0% 4,793 $405K
Ameritas Advisory Services, LLC 0.02% Reduce -9.5% 4,779 $404K
SFG Wealth Management, LLC. 0.17% Add +76.8% 4,743 $401K
Johnson Financial Group, LLC 0.03% New 4,619 $390K
Kuhn & Co Investment Counsel 0.24% Reduce -1.7% 4,433 $375K
International Assets Investment Management, LLC 0.03% No change 4,223 $361K
Fourth Dimension Wealth, LLC 0.13% Add +15.7% 4,050 $342K
Savvy Advisors, Inc. 0.01% Add +44.1% 4,039 $341K
Nautilus Advisors LLC 0.23% Reduce -5.0% 4,037 $341K
Nvwm, LLC 0.08% No change 4,015 $339K
Private Trust Co. NA 0.03% Add +8.7% 4,007 $339K
ADG Wealth Management Group, LLC 0.23% Add +4.9% 3,970 $336K
World Investment Advisors 0.01% Reduce -7.3% 3,964 $335K
Vise Technologies, Inc. 0.01% No change 3,576 $332K
Plan Group Financial, LLC 0.08% Add +8.7% 3,908 $330K
Onyx Bridge Wealth Group LLC 0.03% Reduce -47.6% 3,579 $303K
Principal Securities, Inc. 0.00% Add +24.0% 3,574 $302K
Westside Investment Management, Inc. 0.05% No change 3,517 $301K
Brand Asset Management Group, Inc. 0.08% New 3,446 $291K
Orion Porfolio Solutions, LLC 0.00% Reduce -39.3% 3,419 $289K
Retirement Planning Group, LLC 0.01% New 3,354 $283K
Quantinno Capital Management LP 0.00% Add +42.4% 3,307 $280K
Colonial Trust Co / SC 0.04% Add +29.7% 3,287 $278K
Victory Financial Group, LLC 0.03% New 3,267 $276K
EP Wealth Advisors, LLC 0.00% Add +4.7% 3,229 $273K
Inspire Advisors, LLC 0.02% New 3,109 $263K
Trustmark Bank Trust Department 0.02% No change 3,000 $254K
AE Wealth Management LLC 0.00% Add +34.6% 2,889 $244K
PFG Investments, LLC 0.01% Add +3.0% 2,868 $242K
Luts & Greenleigh Group, Inc. 0.19% Add +6.6% 2,861 $242K
Aegis Wealth Management, Inc. 0.18% Reduce -10.9% 2,681 $227K
MBA Advisors LLC 0.09% No change 2,650 $224K
Medallion Wealth Advisors, LLC 0.07% Add +10.1% 2,627 $222K
Empirical Asset Management, LLC 0.06% Add +1.0% 2,620 $221K
Summit Wealth & Retirement Planning, Inc. 0.05% Reduce -7.9% 2,612 $221K
Strategic Planning Group, LLC 0.03% Add +3.4% 2,579 $218K
Park Avenue Securities LLC 0.00% Add +12.6% 2,537 $214K
Integrated Investment Consultants, LLC 0.05% No change 2,511 $212K
AAF Wealth Management, LLC 0.09% No change 2,505 $212K
Kelly Financial Services LLC 0.05% New 2,488 $210K
KPP Advisory Services LLC 0.03% No change 2,438 $206K
Riverstone Advisors, LLC 0.10% Reduce -9.8% 2,388 $202K
Gill Capital Partners, LLC 0.06% No change 2,353 $199K
Keating Financial Advisory Services, Inc. 0.03% Add +12.1% 2,352 $199K
Tower Research Capital LLC (TRC) 0.00% Reduce -31.6% 2,183 $185K
Crewe Advisors LLC 0.01% No change 1,811 $153K
Root Financial Partners, LLC 0.01% Reduce -36.4% 1,805 $153K
Harbour Investments, Inc. 0.00% Add +0.3% 1,657 $140K
Centaurus Financial, Inc. 0.01% New 1,457 $123K
BlackRock, Inc. 0.00% Add +541.6% 1,450 $123K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -42.7% 1,414 $121K
Portfolio Resources Advisor Group, Inc. 0.11% Add +3.0% 1,303 $110K
Parallel Advisors, LLC 0.00% No change 1,300 $110K
Capital Analysts, LLC 0.00% Reduce -28.4% 1,294 $109K
Allworth Financial LP 0.00% No change 1,119 $95K
Cornerstone Planning Group LLC 0.01% New 988 $93K
True Link Financial Advisors, LLC 0.01% New 1,061 $90K
CoreCap Advisors, LLC 0.00% Reduce -0.4% 907 $77K
Ameriflex Group, Inc. 0.04% Reduce -10.0% 900 $76K
O'shaughnessy Asset Management, LLC 0.00% Add +165.7% 805 $68K
Aptus Capital Advisors, LLC 0.00% Reduce -9.9% 791 $67K
Bank of Montreal 0.00% Reduce -96.9% 776 $66K
Godsey & Gibb, Inc. 0.01% No change 700 $59K
Steigerwald, Gordon & Koch Inc. 0.01% No change 630 $53K
MAI Capital Management 0.00% Add +9.4% 524 $44K
Synergy Investment Management, LLC 0.01% New 470 $40K
Beaird Harris Wealth Management, LLC 0.00% No change 466 $39K
Assetmark, Inc. 0.00% No change 463 $39K
Vanguard Advisers Inc. 0.00% — 442 $37K
Rossby Financial, LCC 0.01% Add +0.5% 426 $36K
LGT Financial Advisors LLC 0.18% Add +9.6% 421 $36K
Essential Investment Partners LLC 0.03% Add +11.2% 398 $34K
Zions Bancorporation, National Association 0.00% New 353 $30K
Brown Brothers Harriman & Co. 0.00% No change 334 $28K
Hilton Head Capital Partners, LLC 0.01% No change 300 $25K
GAMMA Investing LLC 0.00% No change 295 $25K
TD Waterhouse Canada Inc. 0.00% Add +734.3% 292 $25K
Pflug Koory, LLC 0.01% No change 271 $23K
EverSource Wealth Advisors, LLC 0.00% Reduce -14.1% 268 $23K
Abound Wealth Management 0.00% New 249 $21K
Spire Wealth Management 0.00% Add +11.8% 237 $20K
Aventura Private Wealth, LLC 0.01% Add +83.3% 220 $19K
CX Institutional 0.00% Reduce -47.0% 187 $16K
WealthShield Partners, LLC 0.00% No change 161 $14K
City State Bank 0.00% No change 150 $13K
Larson Financial Group LLC 0.00% No change 150 $13K
US Bancorp \de 0.00% New 134 $11K
Bare Financial Services, Inc 0.00% No change 118 $10K
Glen Eagle Advisors, LLC 0.00% No change 105 $9K
Lanark Financial, Inc. 0.00% No change 95 $8K
Armor Investment Advisors, LLC 0.00% No change 82 $7K
Capital Investment Advisory Services, LLC 0.00% New 80 $7K
IMA Advisory Services, Inc. 0.00% No change 75 $6K
Smartleaf Asset Management LLC 0.00% No change 65 $5K
Rosenberg Matthew Hamilton 0.00% New 60 $5K
Quadrant Capital Group LLC 0.00% Reduce -85.7% 58 $5K
Sound Income Strategies, LLC 0.00% Add +3.8% 55 $5K
Atlantic Union Bankshares Corp 0.00% No change 53 $4K
Greykasell Wealth Strategies, Inc. 0.00% No change 51 $4K
DHJJ Financial Advisors, Ltd. 0.00% New 40 $3K
SBI Securities Co., Ltd. 0.00% Reduce -56.0% 37 $3K
Clearstead Advisors, LLC 0.00% No change 28 $2K
N.E.W. Advisory Services LLC 0.00% No change 21 $2K
Barrett & Company, Inc. 0.00% No change 8 $677
Guardian Wealth Advisors, LLC / NC 0.00% New 7 $592

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