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JPMorgan Active Growth ETF (JGRO) Institutional Ownership

JPMorgan Active Growth ETF logo
$96.66 -0.78 (-0.80%)
Closing price 04:10 PM Eastern
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$96.66 0.00 (-0.01%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Active Growth ETF (NYSEARCA:JGRO)

Number of
Institutional Buyers
(last 12 months)
276
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$384.76M
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Skip Chart & View Institutional Buying and Selling Data

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
9/23/2026 Envestnet Portfolio Solutions Inc.13,370$1.32M0.0%+16.0%0.013%
9/23/2026 Envestnet Asset Management Inc.1,190,363$117.36M0.0%-3.6%1.139%
9/9/2026 Sequoia Financial Advisors LLC278,090$27.42M0.1%-9.7%0.266%
9/9/2026 Capital Analysts LLC1,729$170K0.0%+33.6%0.002%
9/9/2026 Integrated Wealth Concepts LLC688,667$67.90M0.4%+92.4%0.659%
9/9/2026 Community Bank N.A.597$59K0.0%N/A0.001%
9/9/2026 NewEdge Advisors LLC57,949$5.71M0.0%-3.2%0.055%
9/9/2026 IFP Advisors Inc43,923$4.33M0.1%+14.5%0.042%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group134,552$13.16M1.3%-14.9%0.129%
8/27/2026 Corient Private Wealth LP53,570$5.28M0.0%-17.6%0.051%
8/23/2026 Ameritas Advisory Services LLC10,739$1.06M0.0%+124.7%0.010%
8/23/2026 Kintra Wealth LLC327,929$31.77M1.7%+1,059.7%0.314%
8/23/2026 Yarger Wealth Strategies LLC68,401$6.62M2.4%+6.0%0.065%
8/23/2026 SFG Wealth Management LLC.7,466$736K0.3%+57.4%0.007%
8/23/2026 HB Wealth Management LLC15,894$1.57M0.0%+62.3%0.015%
8/23/2026 Unique Wealth LLC15,240$1.50M0.2%+12.8%0.015%
8/22/2026 Hopwood Nicholas Hunter24,918$2.46M0.7%N/A0.024%
8/22/2026 Elevation Wealth Management LLC19,377$1.91M1.4%-10.8%0.019%
8/22/2026 Comprehensive Financial Planning Inc. PA38,166$3.76M2.0%+4.9%0.037%
8/22/2026 Concurrent Investment Advisors LLC9,021$889K0.0%+5.2%0.009%
8/21/2026 Continuum Advisory LLC2,226$219K0.0%N/A0.002%
8/21/2026 Atticus Wealth Management LLC7,109$701K0.2%-64.9%0.007%
8/20/2026 Susquehanna International Group LLP19,134$1.89M0.0%+248.0%0.018%
8/20/2026 Benjamin Edwards Inc.16,681$1.65M0.0%-1.4%0.016%
8/20/2026 Northwestern Mutual Wealth Management Co.35,812$3.53M0.0%+145.5%0.034%
8/20/2026 Wedbush Securities Inc.8,346$823K0.0%+6.5%0.008%
8/7/2026 First National Bank & Trust Co. of Newtown10,502$963K0.2%N/A0.010%
8/7/2026 Continuum Advisory LLC2,226$219K0.0%N/A0.002%
8/7/2026 Tulsa Wealth Advisors INC2,683$265K0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp437,258$43.11M0.0%+7.0%0.419%
8/6/2026 Frontier Asset Management LLC365,563$36.04M6.5%+2.3%0.350%
8/5/2026 Janney Montgomery Scott LLC1,270,516$125.26M0.2%-18.5%1.216%
8/5/2026 Rollins Financial Advisors LLC3,851$380K0.1%-28.1%0.004%
8/5/2026 Fagan Associates Inc.7,162$706K0.1%+6.4%0.007%
8/4/2026 Correct Capital Wealth Management192,236$18.95M3.3%-7.7%0.184%
8/4/2026 Gateway Wealth Partners LLC6,137$605K0.0%-62.8%0.006%
8/3/2026 Oppenheimer & Co. Inc.9,221$909K0.0%+18.6%0.009%
7/10/2026 Orrstown Financial Services Inc.242,047$23.86M3.5%+3.0%0.239%
7/9/2026 Crumly & Associates Inc.248,565$24.51M4.7%-2.1%0.245%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.17,733$1.75M0.6%+18.4%0.017%
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7/8/2026 Sprinkle Financial Consultants LLC190,225$18.76M7.4%+4.6%0.188%
7/7/2026 Fermata Advisors LLC32,645$3.22M0.7%-0.5%0.032%
7/7/2026 Bill Few Associates Inc.26,233$2.59M0.6%+1.5%0.026%
7/7/2026 Dynamic Advisor Solutions LLC3,947$389K0.0%N/A0.004%
7/7/2026 GK Wealth Management LLC10,644$1.05M0.6%N/A0.011%
7/7/2026 Avior Wealth Management LLC688,966$67.93M1.8%-13.1%0.680%
7/7/2026 Harbor Investment Advisory LLC4,668$460K0.0%N/A0.005%
7/2/2026 MassMutual Private Wealth & Trust FSB10,894$1.07M0.0%-40.0%0.011%
6/3/2026 NewEdge Advisors LLC59,860$5.06M0.0%-50.5%0.060%
5/28/2026 Cozad Asset Management Inc.5,515$466K0.0%-42.2%0.006%
5/22/2026 Segall Bryant & Hamill LLC2,969$261K0.0%N/A0.003%
5/19/2026 Western Wealth Management LLC96,143$8.13M0.3%+2.8%0.096%
5/19/2026 NewEdge Advisors LLC47,706$4.03M0.1%-60.5%0.048%
5/19/2026 Bank of America Corp DE2,231,576$188.61M0.0%+14.0%2.227%
5/19/2026 Centaurus Financial Inc.1,457$123K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors193,170$16.33M0.3%+6,095.3%0.193%
5/18/2026 Royal Bank of Canada1,348,530$113.98M0.0%+6.5%1.346%
5/16/2026 Quantinno Capital Management LP3,307$280K0.0%+42.4%0.003%
5/15/2026 Gateway Wealth Partners LLC16,514$1.40M0.1%+74.5%0.016%
5/14/2026 Renaissance Technologies LLC6,500$549K0.0%-67.2%0.006%
5/14/2026 Modern Wealth Management LLC63,750$5.44M0.1%+5.2%0.064%
5/14/2026 Greenline Wealth Management LLC48,624$4.11M4.7%+4.4%0.049%
5/14/2026 Lido Advisors LLC9,450$799K0.0%+173.9%0.009%
5/13/2026 Cetera Investment Advisers1,196,206$101.10M0.1%+123.2%1.194%
5/8/2026 PNC Financial Services Group Inc.215,646$18.23M0.0%+9.3%0.215%
5/7/2026 Resolute Wealth Strategies LLC160,789$13.59M5.9%+5.6%0.160%
5/6/2026 Frontier Asset Management LLC357,252$30.20M6.3%+10.5%0.356%
5/6/2026 Cornerstone Planning Group LLC988$84K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC7,052$596K0.0%N/A0.007%
5/6/2026 Advantage Trust Co285,609$24.14M10.8%+2.8%0.285%
5/5/2026 D.A. Davidson & CO.183,169$15.48M0.1%-1.4%0.183%
5/5/2026 Beaumont Financial Advisors LLC99,246$8.39M0.6%-72.1%0.099%
5/5/2026 Bank of New York Mellon Corp408,564$34.53M0.0%-12.9%0.408%
5/5/2026 Geneos Wealth Management Inc.90,704$7.67M0.2%-32.4%0.091%
5/5/2026 Luts & Greenleigh Group Inc.2,861$242K0.2%+6.6%0.003%
5/5/2026 Sanctuary Advisors LLC36,370$3.07M0.0%+19.1%0.036%
5/4/2026 Retirement Planning Group LLC3,354$283K0.0%N/A0.003%
5/4/2026 Procyon Advisors LLC8,476$716K0.0%+91.5%0.008%
5/2/2026 Valmark Advisers Inc.13,413$1.13M0.0%+21.0%0.013%
5/2/2026 Carnegie Investment Counsel15,838$1.34M0.0%+1.4%0.016%
5/1/2026 Fifth Third Bancorp6,062$512K0.0%+2,479.6%0.006%
5/1/2026 Sovran Advisors LLC10,627$995K0.1%+12.6%0.011%
5/1/2026 American Trust604,032$51.05M4.5%+5.1%0.603%
5/1/2026 Sequoia Financial Advisors LLC307,936$26.03M0.1%-8.0%0.307%
4/30/2026 Kestra Advisory Services LLC196,395$16.60M0.1%-3.9%0.196%
4/29/2026 Saxon Interests Inc.9,882$835K0.3%+38.0%0.010%
4/29/2026 WealthPLAN Partners LLC22,953$1.94M0.4%+267.8%0.023%
4/29/2026 Northwest Wealth Advisors LLC20,036$1.69M1.2%+14.5%0.020%
4/29/2026 Centerpoint Advisory Group54,087$4.57M3.4%-2.3%0.054%
4/28/2026 Whittier Trust Co. of Nevada Inc.1,414$121K0.0%-42.7%0.001%
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4/28/2026 Ascentis Independent Advisors28,096$2.38M0.2%N/A0.028%
4/28/2026 Stephens Inc. AR56,068$4.74M0.1%+1.1%0.057%
4/28/2026 Private Wealth Partners LLC28,700$2.43M0.2%-23.5%0.029%
4/28/2026 Nixon Peabody Trust Co.28,159$2.38M0.2%+3.6%0.028%
4/28/2026 WBH Advisory Inc.23,703$2.02M0.2%+8.2%0.024%
4/27/2026 HB Wealth Management LLC9,795$828K0.0%+19.1%0.010%
4/27/2026 BIP Wealth LLC5,860$495K0.0%+5.9%0.006%
4/27/2026 Baer Investment Advisory LLC3,267$276K0.0%N/A0.003%
4/27/2026 World Investment Advisors3,964$335K0.0%-7.3%0.004%
4/27/2026 USAdvisors Wealth Management LLC12,470$1.02M0.3%+4.7%0.013%


JGRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 369 institutional investors and hedge funds held shares of JPMorgan Active Growth ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.20B), LPL Financial LLC ($642.42M), Ameriprise Financial Inc. ($395.80M), Captrust Financial Advisors ($363.52M), Raymond James Financial Inc. ($214.05M), Jones Financial Companies Lllp ($197.39M), and Bank of America Corp DE ($188.61M).Learn more on JPMorgan Active Growth ETF's institutional investors.

Of the 354 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. ($11.87M), LPL Financial LLC ($3.15M), Ameriprise Financial Inc. ($2.50M), Raymond James Financial Inc. ($2.31M), Strategic Financial Concepts LLC ($2.26M), Jones Financial Companies Lllp ($1.13M), and Captrust Financial Advisors ($1.09M).

Institutional investors have bought a total of 15,644,275 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

Of the 113 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: Vestmark Advisory Solutions Inc. ($548.75K), Two Sigma Investments LP ($427.80K), Janney Montgomery Scott LLC ($320.10K), WCG Wealth Advisors LLC ($301.05K), Beaumont Financial Advisors LLC ($256.59K), Correct Capital Wealth Management ($201.50K), and Integrated Wealth Concepts LLC ($169.30K).

Institutional investors have sold a total of 4,106,186 shares in the last 24 months. This volume of shares sold represents approximately $380.42M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:JGRO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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