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JPMorgan Active Growth ETF (JGRO) Institutional Ownership

JPMorgan Active Growth ETF logo
$94.83 +0.94 (+1.00%)
Closing price 10/8/2025 04:10 PM Eastern
Extended Trading
$94.75 -0.08 (-0.08%)
As of 10/8/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for JPMorgan Active Growth ETF (NYSEARCA:JGRO)

Number of
Institutional Buyers
(last 12 months)
248
Total
Institutional Inflows
(last 12 months)
$2.55B
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$184.23M
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JGRO Institutional Buying and Selling by Quarter

JPMorgan Active Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Guided Capital Wealth Management LLC92,497$8.67M7.4%+5.6%0.113%
10/8/2025Patriot Financial Group Insurance Agency LLC47,248$4.43M0.6%-0.8%0.057%
10/8/2025Firethorn Wealth Partners LLC7,026$659K0.3%+3.2%0.009%
10/8/2025Ignite Planners LLC7,844$735K0.1%+2.6%0.010%
10/7/2025 Cooper Financial Group5,866$550K0.1%+36.5%0.007%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.845$79K0.2%-96.3%0.001%
10/6/2025 Steph & Co.478,513$44.86M13.7%-0.4%0.582%
10/6/2025 Venture Visionary Partners LLC192,529$18.05M0.6%-7.8%0.234%
10/2/2025 Boyum Wealth Architects LLC12,925$1.21M0.7%+87.3%0.017%
10/2/2025 Boyum Wealth Architects LLC12,925$1.21M0.7%+87.3%0.017%
10/2/2025 GAMMA Investing LLC295$28K0.0%N/A0.000%
9/26/2025Corient Private Wealth LLC22,814$1.96M0.0%+454.1%0.030%
9/4/2025Osaic Holdings Inc.850,587$73.22M0.1%+47.1%1.107%
9/3/2025American Trust455,183$39.18M3.7%+6.6%0.593%
8/29/2025Total Investment Management Inc.345$30K0.0%N/A0.000%
8/27/2025Orion Porfolio Solutions LLC3,541$305K0.0%+17.3%0.005%
8/26/2025Nautilus Advisors LLC4,389$378K0.3%+4.6%0.006%
8/19/2025B. Riley Wealth Advisors Inc.14,059$1.21M0.1%N/A0.018%
8/18/2025Geneos Wealth Management Inc.129,751$11.17M0.3%+24.7%0.169%
8/15/2025Tower Research Capital LLC TRC 6,648$572K0.0%N/A0.009%
8/15/2025Corient Private Wealth LLC22,814$1.96M0.0%+454.1%0.030%
8/15/2025Equitable Holdings Inc.39,770$3.42M0.0%+2.2%0.052%
8/15/2025Captrust Financial Advisors3,634,474$312.82M0.7%+7.8%4.731%
8/15/2025Visionary Wealth Advisors53,965$4.65M0.2%-13.5%0.070%
8/15/2025Orion Porfolio Solutions LLC3,541$305K0.0%+17.3%0.005%
8/15/2025MML Investors Services LLC212,241$18.27M0.1%+11.8%0.276%
8/15/2025Modern Wealth Management LLC63,207$5.44M0.1%+1.3%0.082%
8/15/2025IHT Wealth Management LLC20,198$1.74M0.0%-23.1%0.026%
8/15/2025Great Valley Advisor Group Inc.540,013$46.48M1.0%-17.8%0.703%
8/15/2025Bank of America Corp DE1,610,252$138.59M0.0%+9.5%2.096%
8/15/2025Ameriprise Financial Inc.4,144,956$356.68M0.1%-3.7%5.396%
8/14/2025Jane Street Group LLC64,698$5.57M0.0%N/A0.084%
8/14/2025Raymond James Financial Inc.1,534,344$132.06M0.0%+3.1%1.997%
8/14/2025HUB Investment Partners LLC309,405$26.63M0.9%+10.2%0.403%
8/14/2025Heritage Wealth Management Inc.12,817$1.10M0.4%+157.7%0.017%
8/14/2025NewEdge Advisors LLC86,738$7.47M0.0%-9.6%0.113%
8/14/2025Menora Mivtachim Holdings LTD.75,791$6.52M0.0%+55.1%0.099%
8/14/2025Integrated Investment Consultants LLC2,582$222K0.0%N/A0.003%
8/14/2025Qube Research & Technologies Ltd32,806$2.82M0.0%+36.9%0.043%
8/14/2025Cary Street Partners Financial LLC460,101$39.60M1.1%+10.9%0.599%
8/13/2025Cary Street Partners Investment Advisory LLC10,267$884K0.4%-1.1%0.013%
8/13/2025Gateway Wealth Partners LLC8,410$724K0.1%+11.3%0.011%
8/13/2025Marshall Wace LLP29,707$2.56M0.0%N/A0.039%
8/13/2025EverSource Wealth Advisors LLC1,333$115K0.0%-66.1%0.002%
8/13/2025Twin Peaks Wealth Advisors LLC8,946$806K0.3%+2.1%0.012%
8/13/2025WCG Wealth Advisors LLC378,412$32.57M2.1%+4.7%0.493%
8/13/2025Smith Moore & CO.29,998$2.58M0.2%-61.3%0.039%
8/13/2025VestGen Advisors LLC8,949$790K0.0%-5.4%0.012%
8/13/2025Trustmark Bank Trust Department3,000$258K0.0%N/A0.004%
8/13/2025Northwestern Mutual Wealth Management Co.3,268$281K0.0%+143.3%0.004%
8/13/2025Correct Capital Wealth Management954,568$82.16M12.0%+14.5%1.243%
8/12/2025J.W. Cole Advisors Inc.17,427$1.50M0.0%+2.9%0.023%
8/12/2025Financial Advocates Investment Management172,395$14.84M1.2%-7.3%0.224%
8/12/2025Resolute Wealth Strategies LLC40,547$3.49M1.9%+8.1%0.053%
8/12/2025Steward Partners Investment Advisory LLC8,767$755K0.0%+12.9%0.011%
8/12/2025CreativeOne Wealth LLC71,188$6.13M0.2%+14.4%0.093%
8/12/2025Global Retirement Partners LLC23,753$2.04M0.1%N/A0.031%
8/12/2025Barnes Pettey Financial Advisors LLC3,185$274K0.2%N/A0.004%
8/12/2025Riverstone Advisors LLC3,198$275K0.1%N/A0.004%
8/12/2025Cozad Asset Management Inc.9,173$790K0.1%-10.6%0.012%
8/12/2025AlphaCore Capital LLC308,986$26.59M1.0%+68.8%0.402%
8/12/2025JPMorgan Chase & Co.9,351,704$804.90M0.1%+8.9%12.174%
8/11/2025Perennial Investment Advisors LLC24,891$2.14M0.2%+15.5%0.033%
8/11/2025Semus Wealth Partners LLC23,269$2.00M1.3%+1.5%0.031%
8/11/2025Purus Wealth Management LLC31,990$2.75M1.0%+1.0%0.042%
8/11/2025Western Wealth Management LLC4,303$370K0.0%+8.6%0.006%
8/8/2025Rockefeller Capital Management L.P.17,874$1.54M0.0%-39.1%0.024%
8/8/2025Kingsview Wealth Management LLC33,842$2.91M0.0%+11.4%0.045%
8/8/2025Keyvantage Wealth LLC164,064$14.12M6.3%+5.2%0.216%
8/8/2025Cetera Investment Advisers298,238$25.67M0.0%+20.1%0.393%
8/8/2025Creative Planning3,055$263K0.0%-3.8%0.004%
8/8/2025Nixon Peabody Trust Co.29,053$2.50M0.2%+45.2%0.038%
8/8/2025Intrua Financial LLC4,936$425K0.1%+10.2%0.007%
8/8/2025Good Life Advisors LLC99,003$8.52M0.5%+12.7%0.131%
8/8/2025PNC Financial Services Group Inc.169,217$14.57M0.0%+11.6%0.223%
8/8/2025Comprehensive Financial Planning Inc. PA29,150$2.51M2.0%+37.4%0.038%
8/7/2025Fagan Associates Inc.4,652$400K0.1%+4.8%0.006%
8/7/2025Lakeridge Wealth Management LLC7,433$640K0.3%+3.8%0.010%
8/7/2025Nwam LLC5,192$457K0.0%+8.3%0.007%
8/7/2025Rollins Financial Advisors LLC4,691$404K0.1%N/A0.006%
8/6/2025Prospera Financial Services Inc42,910$3.69M0.1%+3.2%0.057%
8/6/2025AE Wealth Management LLC934$80K0.0%+240.9%0.001%
8/6/2025Wedbush Securities Inc.6,063$522K0.0%+6.0%0.008%
8/6/2025Vestmark Advisory Solutions Inc.1,100,250$94.70M1.4%+162.1%1.452%
8/6/2025Commonwealth Equity Services LLC1,434,332$123.45M0.2%+21.2%1.892%
8/6/2025Centerpoint Advisory Group64,239$5.53M4.8%-6.7%0.085%
8/5/2025GPS Wealth Strategies Group LLC3,288$283K0.0%-39.9%0.004%
8/5/2025Bank of New York Mellon Corp509,168$43.82M0.0%+0.9%0.672%
8/5/2025Bank of Montreal Can17,378$1.50M0.0%N/A0.023%
8/5/2025Sigma Planning Corp17,591$1.51M0.0%+7.9%0.023%
8/5/2025Aurdan Capital Management LLC38,095$3.28M1.1%+25.1%0.050%
8/5/20255T Wealth LLC25,011$2.15M1.0%-2.3%0.033%
8/5/2025Strategic Financial Concepts LLC38,411$3.31M0.5%+12.7%0.051%
8/4/2025IFG Advisory LLC49,781$4.29M0.2%+163.7%0.066%
8/4/2025Savvy Advisors Inc.4,987$429K0.0%N/A0.007%
8/4/2025Arkadios Wealth Advisors3,277$282K0.0%N/A0.004%
8/4/2025Flagship Harbor Advisors LLC20,614$1.77M0.1%-77.6%0.027%
8/4/2025Daymark Wealth Partners LLC356,989$30.73M1.2%+9.9%0.471%
8/1/2025Motco39,605$3.50M0.3%N/A0.052%
8/1/2025Winebrenner Capital Management LLC2,366$204K0.2%N/A0.003%
(Data available from 1/1/2016 forward)

JGRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JGRO shares?

During the previous two years, 282 institutional investors and hedge funds held shares of JPMorgan Active Growth ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($804.90M), Ameriprise Financial Inc. ($356.68M), LPL Financial LLC ($325.66M), Captrust Financial Advisors ($312.82M), Bank of America Corp DE ($138.59M), Raymond James Financial Inc. ($132.06M), and Janney Montgomery Scott LLC ($128.01M).Learn more on JPMorgan Active Growth ETF's institutional investors.

Which institutional investors have been buying JPMorgan Active Growth ETF's stock?

Of the 272 institutional investors that purchased JPMorgan Active Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($8.28M), LPL Financial LLC ($3.35M), Strategic Financial Concepts LLC ($2.99M), Ameriprise Financial Inc. ($2.42M), Raymond James Financial Inc. ($1.53M), CWM LLC ($1.28M), and Commonwealth Equity Services LLC ($1.20M).

How much institutional buying is happening at JPMorgan Active Growth ETF?

Institutional investors have bought a total of 31,900,501 shares in the last 24 months. This purchase volume represents approximately $2.55B in transactions.

Which of JPMorgan Active Growth ETF's major shareholders have been selling company stock?

Of the 88 institutional investors that sold JPMorgan Active Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kestra Advisory Services LLC ($395.73K), Jones Financial Companies Lllp ($284.33K), American Trust ($268.25K), Envestnet Asset Management Inc. ($172.30K), Ameriprise Financial Inc. ($157.13K), Great Valley Advisor Group Inc. ($116.93K), and Flagship Harbor Advisors LLC ($108.28K).

How much institutional selling is happening at JPMorgan Active Growth ETF?

Institutional investors have sold a total of 2,309,766 shares in the last 24 months. This volume of shares sold represents approximately $184.23M in transactions.


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This page (NYSEARCA:JGRO) was last updated on 10/9/2025 by MarketBeat.com Staff
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