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JPMorgan Active Growth ETF (JGRO) Institutional Ownership

JPMorgan Active Growth ETF logo
$94.63 +0.64 (+0.68%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
312
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$457.23M
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JGRO Institutional Buying and Selling by Quarter

JPMorgan Active Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/4/2026 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%
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%
4/27/2026 Private Advisor Group LLC479,593$40.54M0.2%+17.5%0.484%
4/25/2026 Axis Wealth Partners LLC14,997$1.27M0.7%+9.1%0.015%
4/25/2026 rebel Financial LLC40,947$3.46M1.5%+13.7%0.041%
4/25/2026 Northwest Financial Advisors5,729$484K0.9%N/A0.006%
4/24/2026 Root Financial Partners LLC1,805$153K0.0%-36.4%0.002%
4/24/2026 Essex Financial Services Inc.5,055$427K0.0%+33.7%0.005%
4/24/2026 Barnes Pettey Financial Advisors LLC6,894$583K0.3%+56.1%0.007%
4/24/2026 Merited Wealth LLC29,595$2.50M2.1%+99.5%0.030%
4/24/2026 Semus Wealth Partners LLC23,282$1.97M1.1%-1.5%0.024%
4/24/2026 Wagner 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%
4/23/2026 Intrua Financial LLC5,774$488K0.1%+2.3%0.006%
4/23/2026 3Chopt 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%
4/22/2026 Janney 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%
4/22/2026 Riverstone Advisors LLC2,388$202K0.1%-9.8%0.002%
4/21/2026 Echo Wealth Management LLC56,694$4.79M2.8%-15.4%0.058%
4/21/2026 Unique Wealth LLC13,508$1.14M0.2%N/A0.014%
4/21/2026 ADG 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%
4/20/2026 Kestra Private Wealth Services LLC12,552$1.06M0.0%+3.7%0.013%
4/20/2026 Heritage Wealth Management Inc.21,078$1.78M0.9%+2.9%0.022%
4/20/2026 Provenance 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%
4/17/2026 Krilogy Financial LLC6,388$586K0.0%-4.8%0.007%
4/17/2026 AdvisorNet Financial Inc6,764$572K0.0%-3.7%0.007%
4/17/2026 High 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%
4/16/2026 True 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%
4/16/2026 Allegheny Financial Group172,227$14.56M2.0%+68.3%0.176%
4/16/2026 Sprinkle Financial Consultants LLC181,868$15.37M7.1%+4.0%0.186%
4/16/2026 Triad Wealth Partners LLC55,940$4.73M0.4%+13.8%0.057%
4/15/2026 Nations Financial Group Inc. IA ADV28,656$2.42M0.1%+14.4%0.029%
3/17/2026Rockefeller Capital Management L.P.255,485$23.71M0.0%+642.5%0.274%
3/13/2026 World Investment Advisors4,274$397K0.0%+4.1%0.005%
3/9/2026Corient Private Wealth LLC56,958$5.29M0.0%+28.3%0.061%
2/27/2026 Arwa LLC12,364$1.15M0.7%N/A0.013%
2/24/2026Barnes Wealth Management Group Inc9,072$842K0.5%-5.6%0.010%
2/19/2026Van Diest Capital LLC3,538$328K0.5%N/A0.004%
2/19/2026Corient Private Wealth LLC56,869$5.28M0.0%+28.1%0.061%
2/18/2026Ameriflex Group Inc.1,000$93K0.0%+1,685.7%0.001%
2/18/2026Mercer Global Advisors Inc. ADV3,130$290K0.0%+5.0%0.003%
2/18/2026Raymond James Financial Inc.2,306,569$214.05M0.1%+20.2%2.470%
2/18/2026EP Wealth Advisors LLC3,084$286K0.0%N/A0.003%
2/18/2026NewEdge Advisors LLC120,898$11.22M0.0%+35.5%0.129%
2/18/2026VestGen Advisors LLC4,547$422K0.0%-48.0%0.005%
2/18/2026IHT Wealth Management LLC36,847$3.42M0.1%+176.2%0.039%
2/18/2026Gotham Asset Management LLC4,196$389K0.0%N/A0.004%
2/18/2026 American Trust574,951$53.36M4.5%-9.3%0.616%
2/17/2026AQR Capital Management LLC13,949$1.29M0.0%+168.3%0.015%
2/17/2026Cetera Investment Advisers536,020$49.74M0.1%+13.6%0.574%
2/17/2026Equitable Holdings Inc.49,170$4.56M0.0%+8.1%0.053%
2/17/2026GeoWealth Management LLC5,897$547K0.0%+2.7%0.006%
2/17/2026Osaic Holdings Inc.768,062$71.29M0.1%-14.1%0.823%
2/17/2026Advisory Services Network LLC10,210$947K0.0%+54.3%0.011%
2/17/2026 Private Advisor Group LLC408,059$37.87M0.2%-17.4%0.437%
2/17/2026Captrust Financial Advisors3,917,245$363.52M0.7%+5.0%4.195%
2/17/2026&PARTNERS58,525$5.43M0.0%+234.6%0.063%
2/17/2026Royal Bank of Canada1,266,241$117.51M0.0%+23.0%1.356%
2/17/2026Opal Capital LLC4,037$375K0.1%N/A0.004%
2/16/2026Venture Visionary Partners LLC191,169$17.81M0.6%-0.7%0.205%
2/16/2026 Portfolio Resources Advisor Group Inc.1,265$117K0.1%N/A0.001%
2/16/2026 MML Investors Services LLC334,806$31.07M0.1%+18.0%0.359%


JGRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JGRO shares?

During the previous two years, 361 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 ($175.15M).Learn more on JPMorgan Active Growth ETF's institutional investors.

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

Of the 349 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), Captrust Financial Advisors ($1.28M), and Jones Financial Companies Lllp ($1.13M).

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

Institutional investors have bought a total of 22,623,303 shares in the last 24 months. This purchase volume represents approximately $1.99B in transactions.

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

Of the 130 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), Kestra Advisory Services LLC ($403.69K), WCG Wealth Advisors LLC ($301.05K), Jones Financial Companies Lllp ($284.33K), Beaumont Financial Advisors LLC ($256.59K), and American Trust ($247.08K).

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

Institutional investors have sold a total of 5,203,630 shares in the last 24 months. This volume of shares sold represents approximately $457.23M in transactions.



This page (NYSEARCA:JGRO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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