JPMorgan Active Growth ETFJGROETF
13F holders, Q2 2026 (June 30)370holders +17
33new positions
20sold out
3famous investors
$97.99avg. 13F price*
At the end of Q2 2026, 370 institutions reported holding JPMorgan Active Growth ETF (JGRO) in their 13F filings, up 17 from Q1 2026. 33 opened new positions and 20 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), LPL Financial LLC ($776.9M) and Captrust Financial Advisors ($433.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $29.4M |
| Exits | 20 | $14.0M |
All 13F filers, Q1 2026 → Q2 2026: 6,599,112 shares bought and 4,125,182 shares sold, net +2,473,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| JPMorgan Chase & Co. | 0.07% | Reduce -9.7% | 11,862,545 | $1.1B |
| LPL Financial LLC | 0.17% | Add +7.9% | 7,879,633 | $776.9M |
| Captrust Financial Advisors | 0.66% | Add +2.5% | 4,399,109 | $433.7M |
| Raymond James Financial Inc. | 0.11% | Add +21.9% | 4,055,025 | $399.8M |
| Ameriprise Financial Inc. | 0.08% | Reduce -13.8% | 4,022,127 | $396.6M |
| Jones Financial Companies LLLP | 0.13% | Add +15.5% | 3,383,745 | $318.2M |
| Bank of America Corp. | 0.02% | Add +12.3% | 2,505,634 | $247.0M |
| Commonwealth Equity Services, LLC | 0.21% | Add +9.3% | 1,715,615 | $169.1M |
| UBS Group AG | 0.02% | Add +6.9% | 1,354,176 | $133.5M |
| Royal Bank of Canada | 0.02% | Add +0.4% | 1,353,914 | $133.5M |
| Cetera Investment Advisers | 0.12% | Add +8.2% | 1,294,276 | $127.6M |
| Janney Montgomery Scott LLC | 0.24% | Reduce -18.5% | 1,270,516 | $125.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.6% | 1,190,363 | $117.4M |
| Wells Fargo & Company | 0.02% | Add +23.4% | 1,122,378 | $110.7M |
| Private Advisor Group, LLC | 0.49% | Add +128.3% | 1,095,108 | $108.0M |
| Northwest Financial Advisors | 13.00% | Add +17203.8% | 991,333 | $97.7M |
| Osaic Holdings, Inc. | 0.11% | Add +27.9% | 923,634 | $91.1M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +6.7% | 867,409 | $79.5M |
| Goldstein Advisors, LLC | 6.31% | Add +3.2% | 700,355 | $69.0M |
| Avior Wealth Management, LLC | 1.79% | Reduce -13.1% | 688,966 | $67.9M |
| Integrated Wealth Concepts LLC | 0.44% | Add +92.4% | 688,667 | $67.9M |
| Focus Partners Wealth | 0.07% | Add +1.6% | 680,124 | $67.1M |
| American Trust | 4.68% | Add +2.0% | 616,315 | $60.8M |
| GGM Financial LLC | 22.81% | Add +1.5% | 610,144 | $60.2M |
| Great Valley Advisor Group, Inc. | 0.90% | Add +5.1% | 578,497 | $57.0M |
| Provenance Wealth Advisors, LLC | 5.26% | Add +0.1% | 559,494 | $55.2M |
| AlphaCore Capital LLC | 0.98% | Add +23.2% | 541,589 | $53.4M |
| Stifel Financial Corp. | 0.04% | Add +2.0% | 532,643 | $52.5M |
| Vestmark Advisory Solutions, Inc. | 0.48% | Reduce -0.0% | 523,837 | $51.6M |
| Steph & Co. | 13.04% | Add +0.9% | 522,553 | $51.5M |
| Stratos Wealth Partners, LTD. | 0.47% | Add +1.9% | 467,890 | $46.1M |
| Berman McAleer LLC | 5.22% | Add +0.9% | 457,566 | $45.1M |
| Bank of New York Mellon Corp | 0.01% | Add +7.0% | 437,258 | $43.1M |
| FMR LLC | 0.00% | Add +8.0% | 420,635 | $41.5M |
| Trust Co | 3.74% | Reduce -0.4% | 420,100 | $41.4M |
| HUB Investment Partners, LLC | 0.75% | Add +1.7% | 411,446 | $40.6M |
| HighTower Advisors, LLC | 0.04% | Add +0.0% | 369,468 | $36.4M |
| Frontier Asset Management, LLC | 6.46% | Add +2.3% | 365,563 | $36.0M |
| Daymark Wealth Partners, LLC | 0.88% | Reduce -18.3% | 364,062 | $35.9M |
| Kintra Wealth, LLC | 1.66% | Add +1059.7% | 327,929 | $31.8M |
| Advantage Trust Co | 9.94% | Add +0.3% | 286,527 | $28.2M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -9.7% | 278,090 | $27.4M |
| WealthPlan Investment Management, LLC | 1.30% | Add +9.2% | 265,976 | $26.2M |
| MML Investors Services, LLC | 0.05% | Reduce -1.6% | 258,950 | $25.5M |
| Aprio Wealth Management, LLC | 1.26% | Reduce -20.9% | 258,205 | $25.5M |
| Crumly & Associates Inc. | 4.69% | Reduce -2.0% | 248,565 | $24.5M |
| Orrstown Financial Services Inc. | 3.54% | Add +3.0% | 242,047 | $23.9M |
| Allegheny Financial Group | 2.38% | Add +32.0% | 227,274 | $22.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +3.5% | 223,203 | $22.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +7.2% | 214,888 | $21.2M |
| Arlington Financial Advisors, LLC | 2.67% | Add +0.9% | 213,622 | $21.1M |
| Wagner Wealth Management, LLC | 3.80% | Add +6.8% | 208,278 | $20.5M |
| Tradition Wealth Management, LLC | 1.22% | Add +3.5% | 202,549 | $20.0M |
| Cary Street Partners Financial LLC | 0.43% | Reduce -61.7% | 200,994 | $19.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +1.8% | 198,066 | $19.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +0.7% | 197,676 | $19.5M |
| Correct Capital Wealth Management | 3.27% | Reduce -7.7% | 192,236 | $19.0M |
| Sprinkle Financial Consultants LLC | 7.36% | Add +4.6% | 190,225 | $18.8M |
| D.A. Davidson & Co. | 0.10% | Reduce -4.9% | 174,149 | $17.2M |
| Resolute Wealth Strategies, LLC | 6.36% | Add +3.5% | 166,483 | $16.4M |
| &partners | 0.06% | Add +3.7% | 150,380 | $14.9M |
| Foundry Financial Group, Inc. | 6.04% | Add +4.1% | 141,695 | $14.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.33% | Reduce -14.9% | 134,552 | $13.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 124,022 | $12.2M |
| Venture Visionary Partners LLC | 0.33% | Add +3.7% | 118,915 | $11.7M |
| Farther Finance Advisors, LLC | 0.09% | Add +385.8% | 116,502 | $11.5M |
| Strategic Financial Concepts, LLC | 3.36% | Add +33.3% | 113,876 | $11.3M |
| Natixis Advisors, LLC | 0.01% | Add +40.4% | 112,779 | $11.1M |
| Greenbush Financial Group, LLC | 3.20% | Add +4.4% | 110,373 | $10.9M |
| Penobscot Wealth Management | 2.82% | Reduce -0.8% | 106,960 | $10.5M |
| LexAurum Advisors, LLC | 1.18% | Add +29.1% | 103,517 | $10.2M |
| Copper Harbor Investment Advisors, LLC | 2.14% | — | 102,595 | $10.1M |
| Strategic Blueprint, LLC | 0.50% | Add +2.0% | 101,930 | $10.0M |
| Beaumont Financial Advisors, LLC | 0.62% | Reduce -1.2% | 98,027 | $9.7M |
| Exchange Traded Concepts, LLC | 0.05% | Add +7.9% | 93,692 | $9.2M |
| MN Wealth Advisors, LLC | 3.70% | Reduce -19.6% | 88,130 | $8.7M |
| Aurdan Capital Management, LLC | 2.20% | Add +16.0% | 88,063 | $8.7M |
| Western Wealth Management, LLC | 0.28% | Reduce -8.5% | 87,995 | $8.7M |
| Selby Wealth Management, LLC | 3.05% | Reduce -0.5% | 87,222 | $8.6M |
| Guided Capital Wealth Management, LLC | 5.01% | Add +0.5% | 86,934 | $8.6M |
| Kingsview Wealth Management, LLC | 0.10% | Add +9.7% | 85,761 | $8.5M |
| Keyvantage Wealth, LLC | 3.12% | Reduce -14.5% | 83,692 | $8.3M |
| Sagespring Wealth Partners, LLC | 0.13% | Add +9.7% | 83,369 | $8.2M |
| Welch Financial Planning, LLC | 4.78% | Reduce -39.8% | 83,186 | $8.2M |
| Perigon Wealth Management, LLC | 0.12% | Add +9.5% | 75,008 | $7.4M |
| Founders Financial Alliance, LLC | 0.90% | Add +2.3% | 68,988 | $6.8M |
| Morgan Stanley | 0.00% | Add +962.3% | 68,858 | $6.8M |
| Visionary Wealth Advisors | 0.26% | Add +10.1% | 67,891 | $6.7M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -9.6% | 67,678 | $6.7M |
| Mgo One Seven LLC | 0.11% | Reduce -8.8% | 67,613 | $6.7M |
| Yarger Wealth Strategies, LLC | 2.38% | Add +6.0% | 68,401 | $6.6M |
| Modern Wealth Management, LLC | 0.08% | Add +3.9% | 66,222 | $6.5M |
| Potentia Wealth | 2.66% | New | 65,922 | $6.5M |
| Merited Wealth, LLC | 4.50% | Add +118.2% | 64,580 | $6.4M |
| DAVENPORT & Co LLC | 0.03% | Add +1153.4% | 64,398 | $6.3M |
| Alpha Advisors, LLC | 4.49% | Reduce -23.1% | 60,633 | $6.0M |
| Echo Wealth Management, LLC | 3.04% | Add +6.5% | 60,403 | $6.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -3.2% | 57,949 | $5.7M |
| Geneos Wealth Management Inc. | 0.12% | Reduce -36.6% | 57,524 | $5.7M |
| Stephens Inc. | 0.06% | Add +1.4% | 56,826 | $5.6M |
| Argent Trust Co | 0.16% | Add +1.0% | 56,759 | $5.6M |
| Triad Wealth Partners, LLC | 0.33% | Add +6.0% | 59,319 | $5.5M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -12.9% | 55,792 | $5.5M |
| Cary Street Partners Investment Advisory LLC | 1.08% | Add +24.8% | 54,312 | $5.4M |
| Corient Private Wealth LP | 0.01% | Reduce -17.6% | 53,570 | $5.3M |
| Centerpoint Advisory Group | 3.32% | Reduce -1.9% | 53,049 | $5.2M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +4.2% | 52,926 | $5.2M |
| Quantum Financial Partners LLC | 2.66% | — | 52,705 | $5.2M |
| Equitable Holdings, Inc. | 0.03% | Reduce -46.8% | 52,698 | $5.2M |
| Motco | 0.43% | Add +4.2% | 51,024 | $5.0M |
| IFG Advisory, LLC | 0.17% | New | 50,427 | $5.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.48% | Reduce -52.3% | 47,075 | $4.6M |
| Formidable Asset Management, LLC | 0.74% | Reduce -17.9% | 54,796 | $4.6M |
| Broadway Wealth Solutions, Inc. | 2.14% | Add +3.5% | 46,565 | $4.6M |
| IHT Wealth Management, LLC | 0.10% | Reduce -18.6% | 45,615 | $4.5M |
| NorthCrest Asset Manangement, LLC | 0.11% | Add +4.5% | 45,984 | $4.4M |
| TBH Global Asset Management, LLC | 0.80% | Add +2.9% | 44,476 | $4.4M |
| IFP Advisors, Inc | 0.08% | Add +14.5% | 43,923 | $4.3M |
| WealthPLAN Partners, LLC | 0.81% | Add +87.7% | 43,081 | $4.2M |
| Savvy Advisors, Inc. | 0.09% | Add +937.6% | 41,908 | $4.1M |
| Purus Wealth Management, LLC | 1.13% | Add +7.7% | 41,490 | $4.1M |
| D. E. Shaw & Co. | 0.00% | New | 40,957 | $4.0M |
| Ascent Group, LLC | 0.12% | Reduce -5.0% | 40,304 | $4.0M |
| Golden State Wealth Management, LLC | 0.36% | Add +9.3% | 40,089 | $4.0M |
| Comprehensive Financial Planning, Inc. | 2.01% | Add +4.9% | 38,166 | $3.8M |
| Perennial Investment Advisors, LLC | 0.24% | Add +1.6% | 36,706 | $3.6M |
| Prospera Financial Services Inc | 0.05% | Reduce -10.6% | 36,424 | $3.6M |
| Morey & Quinn Wealth Partners, LLC | 2.29% | Add +4.9% | 36,074 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +145.5% | 35,812 | $3.5M |
| Cornerstone Wealth Management, LLC | 0.15% | Add +19.4% | 35,301 | $3.5M |
| Vaquero Private Wealth, Ltd. | 0.71% | — | 34,949 | $3.4M |
| Vima LLC | 3.21% | — | 32,755 | $3.2M |
| Fermata Advisors, LLC | 0.65% | Reduce -0.5% | 32,645 | $3.2M |
| Keystone Wealth Services, LLC | 0.57% | Reduce -9.5% | 30,880 | $3.0M |
| 5T Wealth, LLC | 1.11% | Reduce -11.1% | 30,153 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Add +3.7% | 29,721 | $2.9M |
| Global Retirement Partners, LLC | 0.04% | — | 27,537 | $2.7M |
| Cordgrass Capital Advisors, LLC | 1.01% | Add +22.6% | 27,395 | $2.7M |
| Nixon Peabody Trust Co. | 0.18% | Reduce -6.0% | 26,455 | $2.6M |
| Bill Few Associates, Inc. | 0.55% | Add +1.5% | 26,233 | $2.6M |
| Private Wealth Partners, LLC | 0.19% | Reduce -9.1% | 26,100 | $2.6M |
| Legacy Edge Advisors, LLC | 0.23% | Reduce -0.7% | 25,735 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -0.7% | 24,977 | $2.5M |
| Hopwood Nicholas Hunter | 0.67% | Reduce -25.5% | 24,918 | $2.5M |
| WBH Advisory Inc. | 0.16% | Add +3.7% | 24,576 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -15.0% | 24,163 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -92.0% | 23,761 | $2.3M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +27.6% | 23,182 | $2.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.21% | Add +7.5% | 22,959 | $2.3M |
| Semus Wealth Partners LLC | 1.09% | Reduce -1.6% | 22,901 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 22,210 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +8.3% | 21,976 | $2.2M |
| Heritage Wealth Management, Inc. | 0.52% | Add +0.1% | 21,094 | $2.1M |
| Northwest Wealth Advisors, LLC | 1.17% | Add +2.8% | 20,587 | $2.0M |
| Victory Financial Group, LLC | 0.21% | Add +522.7% | 20,345 | $2.0M |
| Cambridge Advisors Inc. | 0.34% | Reduce -6.6% | 20,164 | $2.0M |
| Cibc World Market Inc. | 0.00% | New | 20,103 | $2.0M |
| AQR Capital Management | 0.00% | Add +59.3% | 19,802 | $2.0M |
| Elevation Wealth Management LLC | 1.43% | Reduce -10.8% | 19,377 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +247.9% | 19,134 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -24.6% | 19,078 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Add +30.1% | 18,430 | $1.8M |
| Smith, Moore & Co. | 0.12% | Reduce -14.7% | 18,178 | $1.8M |
| Boyum Wealth Architects LLC | 0.71% | Reduce -1.1% | 18,789 | $1.8M |
| Wealthspire Advisors, LLC | 0.01% | Add +59.3% | 18,008 | $1.8M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.64% | Add +18.4% | 17,733 | $1.7M |
| Kennedy Investment Group, Inc. | 0.58% | Add +10.6% | 17,204 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +13.9% | 17,062 | $1.7M |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.4% | 16,681 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +24.3% | 16,668 | $1.6M |
| Carnegie Investment Counsel | 0.03% | Add +0.4% | 15,898 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +62.3% | 15,894 | $1.6M |
| Hazlett, Burt & Watson, Inc. | 0.41% | Add +41.7% | 15,639 | $1.5M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -15.9% | 15,449 | $1.5M |
| Unique Wealth, LLC | 0.18% | Add +12.8% | 15,240 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -9.5% | 15,095 | $1.5M |
| Ignite Planners, LLC | 0.20% | Add +10.5% | 14,829 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.41% | Add +17.2% | 14,614 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -14.5% | 14,585 | $1.4M |
| Summit Financial, LLC | 0.02% | Reduce -0.5% | 14,157 | $1.4M |
| Axis Wealth Partners, LLC | 0.67% | Reduce -5.8% | 14,129 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +16.0% | 13,370 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.29% | Reduce -4.1% | 12,996 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.4% | 12,977 | $1.3M |
| 3Chopt Investment Partners, LLC | 0.24% | Reduce -14.6% | 12,820 | $1.3M |
| Providence First Trust Co | 0.35% | New | 12,795 | $1.3M |
| HRT Financial LP | 0.00% | Add +43.7% | 12,519 | $1.2M |
| Advisory Services Network, LLC | 0.01% | Add +2.2% | 12,292 | $1.2M |
| YHB Investment Advisors, Inc. | 0.08% | Reduce -0.1% | 12,049 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +25.2% | 12,019 | $1.2M |
| Lake Street Private Wealth, LLC | 0.13% | Reduce -24.5% | 11,784 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.22% | Reduce -54.5% | 11,514 | $1.1M |
| Cobblestone Asset Management LLC | 0.47% | Reduce -11.1% | 11,486 | $1.1M |
| Sutton Place Investors LLC | 0.54% | Reduce -0.2% | 11,286 | $1.1M |
| Financial Partners Group, Inc | 0.11% | Add +5.8% | 11,253 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -40.0% | 10,894 | $1.1M |
| Ameritas Advisory Services, LLC | 0.02% | Add +124.7% | 10,739 | $1.1M |
| Empire Life Investments Inc. | 0.06% | Reduce -58.6% | 10,738 | $1.1M |
| GK Wealth Management LLC | 0.63% | New | 10,644 | $1.0M |
| Composition Wealth, LLC | 0.01% | Reduce -1.1% | 10,592 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +0.3% | 10,462 | $1.0M |
| Gotham Asset Management | 0.00% | No change | 10,440 | $1.0M |
| Sovran Advisors, LLC | 0.07% | Add +4.0% | 11,052 | $999K |
| Wayfinding Financial, LLC | 0.37% | Reduce -34.5% | 9,794 | $965K |
| First National Bank & Trust Co. of Newtown | 0.20% | New | 10,502 | $963K |
| Bright Futures Wealth Management, LLC. | 0.62% | New | 9,719 | $958K |
| Lakeridge Wealth Management LLC | 0.35% | Add +6.7% | 9,639 | $950K |
| High Net Worth Advisory Group LLC | 0.20% | Reduce -0.8% | 9,523 | $939K |
| Barnes Wealth Management Group, Inc | 0.43% | Reduce -2.3% | 9,507 | $937K |
| Evergreen Wealth Partners LLC | 0.56% | Add +23.8% | 9,472 | $934K |
| Lido Advisors, LLC | 0.00% | No change | 9,450 | $932K |
| John W. Brooker & Co., CPAs | 1.12% | Reduce -21.4% | 9,367 | $923K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -74.3% | 9,328 | $920K |
| Oppenheimer & Co. Inc. | 0.01% | Add +18.6% | 9,221 | $909K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.2% | 9,021 | $889K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -21.3% | 8,717 | $859K |
| Mercer Global Advisors Inc. | 0.00% | Add +80.4% | 8,706 | $858K |
| New Wave Wealth Advisors LLC | 0.23% | Reduce -59.6% | 8,597 | $848K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -2.2% | 8,538 | $842K |
| Procyon Advisors, LLC | 0.04% | Add +0.6% | 8,530 | $841K |
| Vise Technologies, Inc. | 0.01% | Add +136.5% | 8,457 | $834K |
| Wedbush Securities Inc. | 0.02% | Add +6.5% | 8,346 | $823K |
| Essex Financial Services, Inc. | 0.04% | Add +59.5% | 8,063 | $795K |
| Barnes Pettey Financial Advisors, LLC | 0.24% | Add +12.5% | 7,757 | $765K |
| AdvisorNet Financial, Inc | 0.03% | Add +13.8% | 7,697 | $759K |
| SFG Wealth Management, LLC. | 0.26% | Add +57.4% | 7,466 | $736K |
| COFG Advisors, LLC | 0.13% | New | 7,367 | $726K |
| Cooper Financial Group | 0.06% | Add +0.5% | 7,178 | $708K |
| Fagan Associates, Inc. | 0.09% | Add +6.4% | 7,162 | $706K |
| Atticus Wealth Management, LLC | 0.17% | Reduce -64.9% | 7,109 | $701K |
| Creative Financial Designs Inc. | 0.03% | New | 7,087 | $699K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 6,899 | $680K |
| Harbour Investments, Inc. | 0.01% | Add +310.3% | 6,798 | $670K |
| Platform Technology Partners | 0.10% | No change | 6,500 | $641K |
| Greenline Wealth Management LLC | 0.53% | Reduce -86.6% | 6,498 | $641K |
| Krilogy Financial LLC | 0.02% | No change | 6,388 | $630K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -20.8% | 6,296 | $621K |
| Intrua Financial, LLC | 0.06% | Add +8.8% | 6,284 | $620K |
| Oak Barrel Wealth Advisory LLC | 0.27% | — | 6,268 | $618K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -62.8% | 6,137 | $605K |
| Marshall Investment Management, LLC | 0.25% | Add +9.0% | 6,064 | $598K |
| Independent Financial Group, LLC | 0.01% | Reduce -17.0% | 6,017 | $593K |
| BIP Wealth, LLC | 0.02% | Add +1.9% | 5,971 | $589K |
| Fifth Third Bancorp | 0.00% | Reduce -4.1% | 5,811 | $573K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.0% | 5,660 | $558K |
| First PREMIER Bank | 0.09% | No change | 5,543 | $546K |
| Opal Wealth Advisors, LLC | 0.12% | Reduce -20.1% | 5,486 | $541K |
| Wagner Wealth Management, Corp | 0.43% | Add +8.1% | 5,360 | $528K |
| Asset One Wealth Management LLC | 0.06% | No change | 5,471 | $526K |
| Arwa LLC | 0.22% | Reduce -46.0% | 5,555 | $521K |
| SBI Okasan Asset Management Co.Ltd. | 0.02% | Reduce -0.8% | 5,239 | $507K |
| Park Place Capital Corp | 0.08% | No change | 5,107 | $503K |
| Worth Financial Advisory Group, LLC | 0.20% | New | 4,966 | $490K |
| Creative Planning | 0.00% | Reduce -7.0% | 4,914 | $484K |
| Emergent Wealth Advisors, LLC | 0.25% | Reduce -2.0% | 4,910 | $484K |
| Simplicity Wealth,LLC | 0.02% | New | 4,764 | $470K |
| Harbor Investment Advisory, LLC | 0.03% | New | 4,668 | $460K |
| MAI Capital Management | 0.00% | Add +788.2% | 4,654 | $459K |
| VestGen Advisors, LLC | 0.01% | Reduce -2.4% | 4,632 | $457K |
| Firethorn Wealth Partners, LLC | 0.14% | Reduce -33.2% | 4,462 | $440K |
| Kuhn & Co Investment Counsel | 0.25% | No change | 4,433 | $437K |
| Mission Wealth Management, LP | 0.01% | New | 4,285 | $423K |
| Fourth Dimension Wealth, LLC | 0.13% | Add +1.2% | 4,100 | $404K |
| Private Trust Co. NA | 0.03% | Add +2.0% | 4,088 | $403K |
| Quantinno Capital Management LP | 0.00% | Add +22.3% | 4,043 | $399K |
| Principal Securities, Inc. | 0.00% | Add +11.3% | 3,978 | $392K |
| ADG Wealth Management Group, LLC | 0.25% | Reduce -0.0% | 3,969 | $391K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 3,947 | $389K |
| Plan Group Financial, LLC | 0.08% | Reduce -0.4% | 3,892 | $384K |
| Rollins Financial Advisors, LLC | 0.05% | Reduce -28.1% | 3,851 | $380K |
| Nautilus Advisors LLC | 0.22% | Reduce -6.2% | 3,787 | $367K |
| Retirement Planning Group, LLC | 0.01% | Add +10.1% | 3,694 | $364K |
| AE Wealth Management LLC | 0.00% | Add +26.8% | 3,662 | $361K |
| Van Diest Capital, LLC | 0.32% | New | 3,642 | $359K |
| International Assets Investment Management, LLC | 0.02% | Reduce -14.3% | 3,618 | $350K |
| Westside Investment Management, Inc. | 0.05% | No change | 3,517 | $347K |
| Brand Asset Management Group, Inc. | 0.08% | No change | 3,446 | $340K |
| World Investment Advisors | 0.01% | No change | 3,964 | $339K |
| EP Wealth Advisors, LLC | 0.00% | Add +2.2% | 3,301 | $325K |
| Colonial Trust Co / SC | 0.04% | No change | 3,287 | $324K |
| GeoWealth Management, LLC | 0.01% | Reduce -31.9% | 3,273 | $323K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.3% | 3,136 | $309K |
| Arkadios Wealth Advisors | 0.00% | Reduce -98.4% | 3,118 | $307K |
| Saxon Interests, Inc. | 0.08% | Reduce -70.5% | 2,917 | $288K |
| PFG Investments, LLC | 0.01% | Add +0.9% | 2,895 | $285K |
| Luts & Greenleigh Group, Inc. | 0.21% | Reduce -0.2% | 2,856 | $282K |
| Trustmark Bank Trust Department | 0.02% | Reduce -5.2% | 2,844 | $280K |
| Park Avenue Securities LLC | 0.00% | Add +11.8% | 2,835 | $280K |
| Inspire Advisors, LLC | 0.02% | Reduce -10.2% | 2,792 | $275K |
| Essential Investment Partners LLC | 0.22% | Add +597.0% | 2,774 | $273K |
| Tulsa Wealth Advisors, INC | 0.04% | New | 2,683 | $265K |
| MBA Advisors LLC | 0.09% | No change | 2,650 | $261K |
| Empirical Asset Management, LLC | 0.06% | Reduce -0.3% | 2,613 | $258K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | No change | 2,612 | $258K |
| Integrated Investment Consultants, LLC | 0.05% | Reduce -0.1% | 2,508 | $247K |
| Kelly Financial Services LLC | 0.05% | Reduce -1.3% | 2,455 | $242K |
| KPP Advisory Services LLC | 0.03% | No change | 2,438 | $240K |
| Riverstone Advisors, LLC | 0.10% | No change | 2,388 | $235K |
| Gill Capital Partners, LLC | 0.06% | No change | 2,353 | $232K |
| Keating Financial Advisory Services, Inc. | 0.03% | Reduce -0.1% | 2,350 | $232K |
| Winebrenner Capital Management LLC | 0.14% | New | 2,276 | $224K |
| Strategic Planning Group, LLC | 0.02% | Reduce -11.9% | 2,273 | $224K |
| Continuum Advisory, LLC | 0.02% | New | 2,226 | $219K |
| Aegis Wealth Management, Inc. | 0.14% | Reduce -18.6% | 2,181 | $215K |
| Roof Eidam Maycock Peralta, LLC | 0.04% | New | 2,110 | $208K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -92.3% | 2,098 | $207K |
| Truepoint, Inc. | 0.00% | New | 2,076 | $205K |
| Cozad Asset Management Inc. | 0.01% | Reduce -62.7% | 2,058 | $203K |
| Centaurus Financial, Inc. | 0.01% | Add +35.6% | 1,976 | $195K |
| Crewe Advisors LLC | 0.01% | No change | 1,811 | $179K |
| Capital Analysts, LLC | 0.00% | Add +33.6% | 1,729 | $170K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +12.1% | 1,585 | $150K |
| Vanguard Advisers Inc. | 0.00% | Add +232.8% | 1,471 | $145K |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 1,419 | $140K |
| Portfolio Resources Advisor Group, Inc. | 0.11% | No change | 1,303 | $128K |
| Parallel Advisors, LLC | 0.00% | No change | 1,300 | $128K |
| Silver Grove Financial Group, Inc. | 0.05% | New | 939 | $93K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -2.3% | 965 | $91K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.4% | 903 | $89K |
| Ameriflex Group, Inc. | 0.03% | Reduce -4.7% | 858 | $85K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.9% | 809 | $80K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.3% | 781 | $77K |
| Country Trust Bank | 0.00% | New | 778 | $77K |
| Bank of Montreal | 0.00% | Reduce -0.6% | 771 | $76K |
| Godsey & Gibb, Inc. | 0.01% | No change | 700 | $69K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 630 | $62K |
| Community Bank, N.A. | 0.01% | New | 597 | $59K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -39.4% | 488 | $48K |
| Synergy Investment Management, LLC | 0.01% | No change | 470 | $46K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 466 | $46K |
| Assetmark, Inc. | 0.00% | No change | 463 | $46K |
| LGT Financial Advisors LLC | 0.24% | Add +8.8% | 458 | $45K |
| Rossby Financial, LCC | 0.01% | No change | 426 | $42K |
| Zions Bancorporation, National Association | 0.00% | No change | 353 | $35K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 334 | $33K |
| Valley Wealth Managers, Inc. | 0.00% | New | 307 | $30K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 300 | $30K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -88.6% | 300 | $30K |
| GAMMA Investing LLC | 0.00% | No change | 295 | $29K |
| Pflug Koory, LLC | 0.01% | No change | 271 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 268 | $26K |
| Spire Wealth Management | 0.00% | No change | 237 | $23K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -22.3% | 227 | $22K |
| Russell Investments Group, Ltd. | 0.00% | New | 204 | $20K |
| CX Institutional | 0.00% | No change | 187 | $18K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -22.7% | 170 | $17K |
| US Bancorp \de | 0.00% | Add +14.9% | 154 | $15K |
| City State Bank | 0.00% | No change | 150 | $15K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 132 | $13K |
| SJS Investment Consulting Inc. | 0.00% | New | 120 | $12K |
| Bare Financial Services, Inc | 0.00% | No change | 118 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 105 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 95 | $9K |
| IMA Advisory Services, Inc. | 0.00% | No change | 75 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 65 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 60 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 51 | $5K |
| Abound Wealth Management | 0.00% | Reduce -80.7% | 48 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | New | 46 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $4K |
| Trust Co. of Vermont | 0.00% | — | 37 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 28 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -24.3% | 28 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 22 | $2K |
| McDonald Partners LLC | 0.00% | New | 17 | $2K |
| Nvwm, LLC | 0.00% | Reduce -99.6% | 15 | $1K |
| Allworth Financial LP | 0.00% | Reduce -98.9% | 12 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 10 | $986 |
| Barrett & Company, Inc. | 0.00% | No change | 8 | $790 |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -94.3% | 3 | $297 |
"% of holder's portfolio" is JGRO's weight in each manager's 13F, not the share of JPMorgan Active Growth ETF the manager owns.