Security record · archived quarter
JGRO
JPMorgan Active Growth ETF · Financial Services · Asset Management
45Tracked holders
0Δ holders
48.73MShares held
$4.52BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -14.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 641.13K | $57.81M | n/a | n/a |
| Q2 2026 | 50 | +2 | 51.58M | $5.04B | +4 | −2 |
| Q1 2026 | 49 | +4 | 52.07M | $4.35B | +5 | −1 |
| Q4 2025 | 45 | 0 | 48.73M | $4.52B | +1 | −1 |
| Q3 2025 | 9 | -1 | 21.76M | $2.04B | n/a | −1 |
| Q2 2025 | 8 | +3 | 600.19K | $51.66M | +3 | n/a |
| Q1 2025 | 3 | +1 | 41.49K | $3.06M | +2 | −1 |
| Q4 2024 | 2 | -2 | 121.90K | $9.88M | +1 | −3 |
| Q3 2024 | 4 | +1 | 729.92K | $56.12M | +1 | n/a |
| Q2 2024 | 3 | n/a | 21.64K | $1.63M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 12.94M | -38.2% | $1.20B | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 2 | LPL Financial LLC | 6.92M | n/a | $642.42M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 4.64M | n/a | $430.56M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 4 | Captrust Financial Advisors | 3.92M | n/a | $363.52M | 0.7% | n/c | 1 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 2.48M | n/a | $230.47M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 2.31M | n/a | $214.05M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 7 | Bank Of America Corp /De/ | 1.96M | n/a | $181.66M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Cwm, Llc | 1.45M | n/a | $134.78M | 0.4% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 1.44M | n/a | $133.86M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 1.29M | n/a | $119.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 1.27M | n/a | $117.51M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 12 | Envestnet Asset Management Inc | 1.11M | n/a | $102.89M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 861.42K | n/a | $80.63M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 768.06K | n/a | $71.29M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 15 | Focus Partners Wealth | 667.34K | n/a | $61.93M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 536.02K | n/a | $49.74M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 532.42K | n/a | $49.41M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Stifel Financial Corp | 512.74K | n/a | $47.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Bank of New York Mellon Corp | 469.03K | n/a | $43.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Two Sigma Investments ✦ | 414.30K | +1100.9% | $38.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 382.46K | +208.0% | $35.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 358.26K | n/a | $33.25M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 334.81K | n/a | $31.07M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 326.74K | n/a | $30.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Rockefeller Capital Management L.P. | 255.49K | n/a | $23.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Pnc Financial Services Group, Inc. | 197.23K | n/a | $18.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Corient Private Wealth LP | 113.83K | n/a | $10.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Morgan Stanley ✦ | 68.03K | +325.6% | $6.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Susquehanna International Group, Llp | 46.66K | n/a | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 32.60K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 27.75K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 25.10K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Renaissance Technologies ✦ | 19.80K | +70.7% | $1.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 13.95K | +168.2% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 12.25K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 5.57K | n/a | $516,749 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 4.20K | New | $389,389 | 0.0% | New | 1 | SEC ↗ |
| 38 | Lido Advisors, LLC | 3.45K | n/a | $320,160 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 3.25K | -99.5% | $301,507 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 3.13K | n/a | $290,446 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 2.32K | n/a | $215,622 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 463 | n/a | $42,966 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 235 | n/a | $21,808 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | BlackRock ✦ (passive) | 226 | 0.0% | $20,973 | 0.0% | Held | 3 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 35 | n/a | $3,247 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $389,389 | 0.0% |
Exited
| D. E. Shaw & Co. | $1.33M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 350 holders, 59.28M shares, $4.84B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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