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JPMorgan Active Growth ETF (JGRO) Institutional Ownership

JPMorgan Active Growth ETF logo
$92.02 -1.19 (-1.28%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Active Growth ETF (NYSEARCA:JGRO)

Number of
Institutional Buyers
(last 12 months)
295
Total
Institutional Inflows
(last 12 months)
$1.67B
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$400.32M
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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
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%
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%
6/3/2026NewEdge Advisors LLC59,860$5.06M0.0%-50.5%0.060%
5/28/2026Cozad Asset Management Inc.5,515$466K0.0%-42.2%0.006%
5/22/2026Segall Bryant & Hamill LLC2,969$261K0.0%N/A0.003%
5/19/2026Western Wealth Management LLC96,143$8.13M0.3%+2.8%0.096%
5/19/2026NewEdge Advisors LLC47,706$4.03M0.1%-60.5%0.048%
5/19/2026Bank of America Corp DE2,231,576$188.61M0.0%+14.0%2.227%
5/19/2026Centaurus Financial Inc.1,457$123K0.0%N/A0.001%
5/19/2026Arkadios Wealth Advisors193,170$16.33M0.3%+6,095.3%0.193%
5/18/2026Royal Bank of Canada1,348,530$113.98M0.0%+6.5%1.346%
5/16/2026Quantinno Capital Management LP3,307$280K0.0%+42.4%0.003%
5/15/2026Gateway Wealth Partners LLC16,514$1.40M0.1%+74.5%0.016%
5/14/2026Renaissance Technologies LLC6,500$549K0.0%-67.2%0.006%
5/14/2026Modern 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%
5/14/2026Lido Advisors LLC9,450$799K0.0%+173.9%0.009%
5/13/2026Cetera Investment Advisers1,196,206$101.10M0.1%+123.2%1.194%
5/8/2026PNC Financial Services Group Inc.215,646$18.23M0.0%+9.3%0.215%
5/7/2026Resolute Wealth Strategies LLC160,789$13.59M5.9%+5.6%0.160%
5/6/2026Frontier Asset Management LLC357,252$30.20M6.3%+10.5%0.356%
5/6/2026Cornerstone 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%
5/5/2026D.A. Davidson & CO.183,169$15.48M0.1%-1.4%0.183%
5/5/2026Beaumont Financial Advisors LLC99,246$8.39M0.6%-72.1%0.099%
5/5/2026Bank of New York Mellon Corp408,564$34.53M0.0%-12.9%0.408%
5/5/2026Geneos Wealth Management Inc.90,704$7.67M0.2%-32.4%0.091%
5/5/2026Luts & Greenleigh Group Inc.2,861$242K0.2%+6.6%0.003%
5/5/2026Sanctuary Advisors LLC36,370$3.07M0.0%+19.1%0.036%
5/4/2026Retirement Planning Group LLC3,354$283K0.0%N/A0.003%
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5/4/2026 Procyon Advisors LLC8,476$716K0.0%+91.5%0.008%
5/2/2026Valmark Advisers Inc.13,413$1.13M0.0%+21.0%0.013%
5/2/2026Carnegie Investment Counsel15,838$1.34M0.0%+1.4%0.016%
5/1/2026Fifth Third Bancorp6,062$512K0.0%+2,479.6%0.006%
5/1/2026Sovran Advisors LLC10,627$995K0.1%+12.6%0.011%
5/1/2026American Trust604,032$51.05M4.5%+5.1%0.603%
5/1/2026 Sequoia Financial Advisors LLC307,936$26.03M0.1%-8.0%0.307%
4/30/2026Kestra Advisory Services LLC196,395$16.60M0.1%-3.9%0.196%
4/29/2026Saxon Interests Inc.9,882$835K0.3%+38.0%0.010%
4/29/2026WealthPLAN 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%
4/29/2026Centerpoint Advisory Group54,087$4.57M3.4%-2.3%0.054%
4/28/2026Whittier Trust Co. of Nevada Inc.1,414$121K0.0%-42.7%0.001%
4/28/2026Ascentis Independent Advisors28,096$2.38M0.2%N/A0.028%
4/28/2026Stephens Inc. AR56,068$4.74M0.1%+1.1%0.057%
4/28/2026Private Wealth Partners LLC28,700$2.43M0.2%-23.5%0.029%
4/28/2026Nixon Peabody Trust Co.28,159$2.38M0.2%+3.6%0.028%
4/28/2026WBH Advisory Inc.23,703$2.02M0.2%+8.2%0.024%
4/27/2026HB Wealth Management LLC9,795$828K0.0%+19.1%0.010%
4/27/2026BIP Wealth LLC5,860$495K0.0%+5.9%0.006%
4/27/2026Baer Investment Advisory LLC3,267$276K0.0%N/A0.003%
4/27/2026World Investment Advisors3,964$335K0.0%-7.3%0.004%
4/27/2026USAdvisors Wealth Management LLC12,470$1.02M0.3%+4.7%0.013%
4/27/2026Private Advisor Group LLC479,593$40.54M0.2%+17.5%0.484%
4/25/2026Axis Wealth Partners LLC14,997$1.27M0.7%+9.1%0.015%
4/25/2026rebel Financial LLC40,947$3.46M1.5%+13.7%0.041%
4/25/2026Northwest Financial Advisors5,729$484K0.9%N/A0.006%
4/24/2026Root Financial Partners LLC1,805$153K0.0%-36.4%0.002%
4/24/2026Essex Financial Services Inc.5,055$427K0.0%+33.7%0.005%
4/24/2026Barnes Pettey Financial Advisors LLC6,894$583K0.3%+56.1%0.007%
4/24/2026Merited Wealth LLC29,595$2.50M2.1%+99.5%0.030%
4/24/2026Semus Wealth Partners LLC23,282$1.97M1.1%-1.5%0.024%
4/24/2026Wagner Wealth Management LLC194,940$16.48M3.3%+3.2%0.198%
4/23/2026 Foundry Financial Group Inc.136,156$11.51M5.7%+16.0%0.138%
4/23/2026 Mayflower Financial Advisors LLC6,899$583K0.1%N/A0.007%
4/23/2026Intrua Financial LLC5,774$488K0.1%+2.3%0.006%
4/23/20263Chopt Investment Partners LLC15,019$1.27M0.3%-7.0%0.015%
4/23/2026 Formidable Asset Management LLC66,749$6.19M1.0%+4.4%0.068%
4/22/2026 Patriot Financial Group Insurance Agency LLC98,750$8.35M0.5%+100.8%0.100%
4/22/2026Janney Montgomery Scott LLC1,558,376$131.71M0.3%-2.0%1.593%
4/22/2026 Onyx Bridge Wealth Group LLC3,579$303K0.0%-47.7%0.004%
4/22/2026 Welch Financial Planning LLC138,201$11.68M8.4%+2.8%0.141%
4/22/2026Riverstone Advisors LLC2,388$202K0.1%-9.8%0.002%
4/21/2026Echo Wealth Management LLC56,694$4.79M2.8%-15.4%0.058%
4/21/2026 Unique Wealth LLC13,508$1.14M0.2%N/A0.014%
4/21/2026ADG Wealth Management Group LLC3,970$336K0.2%+4.9%0.004%
4/21/2026 Penobscot Wealth Management107,844$9.12M2.7%+6.4%0.110%
4/21/2026 Aegis Wealth Management Inc.2,681$227K0.2%-10.9%0.003%
4/20/2026Kestra Private Wealth Services LLC12,552$1.06M0.0%+3.7%0.013%
4/20/2026Heritage Wealth Management Inc.21,078$1.78M0.9%+2.9%0.022%
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4/20/2026Provenance Wealth Advisors LLC558,867$47.24M5.0%-4.2%0.571%
4/18/2026 Nautilus Advisors LLC4,037$341K0.2%-5.0%0.004%
4/18/2026 Berman McAleer LLC453,276$38.31M5.2%+2.6%0.463%
4/18/2026 Steph & Co.517,947$43.78M12.5%+4.0%0.530%
4/17/2026Krilogy Financial LLC6,388$586K0.0%-4.8%0.007%
4/17/2026 AdvisorNet Financial Inc6,764$572K0.0%-3.7%0.007%
4/17/2026High Net Worth Advisory Group LLC9,605$812K0.2%+2.9%0.010%
4/17/2026 Greenbush Financial Group LLC105,696$8.93M3.0%-19.9%0.108%
4/16/2026True Vision MN LLC4,793$405K0.2%-11.0%0.005%
4/16/2026 Cambridge Advisors Inc.21,597$1.83M0.4%-13.0%0.022%


JGRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 363 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 350 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 ($4.01M), Strategic Financial Concepts LLC ($2.98M), Ameriprise Financial Inc. ($2.50M), Raymond James Financial Inc. ($2.31M), Jones Financial Companies Lllp ($1.13M), and Captrust Financial Advisors ($1.09M).

Institutional investors have bought a total of 18,368,818 shares in the last 24 months. This purchase volume represents approximately $1.67B in transactions.

Of the 117 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), WCG Wealth Advisors LLC ($301.05K), Beaumont Financial Advisors LLC ($256.59K), Correct Capital Wealth Management ($185.52K), Integrated Wealth Concepts LLC ($169.30K), and Strategic Planning Group LLC ($162.33K).

Institutional investors have sold a total of 4,395,307 shares in the last 24 months. This volume of shares sold represents approximately $400.32M in transactions.


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This page (NYSEARCA:JGRO) was last updated on 7/25/2026 by MarketBeat.com Staff.
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