Effectdossier
JGRO
JPMorgan Active Growth ETF · Financial Services · Asset Management
49Gevolgde houders
+2Δ houders
51.21MGehouden aandelen
$5.01BGerapporteerde waarde
+4Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.3% ·
aandelenstroom +1.8% ·
netto nieuwe posities +2.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | +2 | 51.21M | $5.01B | +4 | −3 |
| 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 | — | −1 |
| Q2 2025 | 8 | +3 | 600.19K | $51.66M | +3 | — |
| 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 | — |
| Q2 2024 | 3 | — | 21.64K | $1.63M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 11.86M | -9.7% | $1.15B | 0.1% | ▼ Trim | 4 | SEC ↗ ×10 |
| 2 | LPL Financial LLC | 7.88M | +7.9% | $776.85M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 4.40M | +2.5% | $433.71M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 4.06M | +21.9% | $399.78M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 4.02M | -13.8% | $396.59M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 6 | Jones Financial Companies Lllp | 3.38M | +15.5% | $318.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.51M | +12.3% | $247.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Commonwealth Equity Services, Llc | 1.72M | +9.3% | $169.14M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 1.35M | +6.9% | $133.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 1.35M | +0.4% | $133.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 11 | Cetera Investment Advisers | 1.29M | +8.2% | $127.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 1.19M | -3.6% | $117.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1.12M | +23.4% | $110.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Osaic Holdings, Inc. | 923.63K | +27.9% | $91.08M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Wealth Enhancement Advisory… | 867.41K | +6.7% | $79.54M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Focus Partners Wealth | 680.12K | +1.6% | $67.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 532.64K | +2.0% | $52.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 437.26K | +7.0% | $43.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Fidelity (FMR) ✦ | 420.63K | +8.0% | $41.47M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 258.95K | -1.6% | $25.53M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 223.20K | +3.5% | $22.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Rockefeller Capital Management L.P. | 214.89K | +7.2% | $21.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | UBS AM, a distinct business unit of… | 124.02K | 0.0% | $12.23M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 68.86K | +962.3% | $6.79M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 25 | Corient Private Wealth LP | 53.57K | -17.6% | $5.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 40.96K | Nieuw | $4.04M | 0.0% | New | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 35.81K | +145.5% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 23.76K | -92.0% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Cibc World Market Inc. | 20.10K | Nieuw | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 19.80K | +59.3% | $1.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 19.13K | +247.9% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Truist Financial Corp | 19.08K | -24.6% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 14.59K | -14.5% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Hrt Financial Lp | 12.52K | +43.7% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Northern Trust Corp | 10.46K | +0.3% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Gotham Asset Management ✦ | 10.44K | 0.0% | $1.03M | 0.0% | Held | 3 | SEC ↗ |
| 37 | Lido Advisors, LLC | 9.45K | 0.0% | $931,676 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 8.71K | +80.4% | $858,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 5.81K | -4.1% | $572,941 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Creative Planning | 4.91K | -7.0% | $484,497 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Quantinno Capital Management LP | 4.04K | +22.3% | $398,654 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 2.10K | -92.3% | $206,842 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | BlackRock ✦ (passief) | 1.42K | -2.1% | $139,899 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 44 | Bank Of Montreal /Can/ | 771 | -0.6% | $76,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Assetmark, Inc | 463 | 0.0% | $45,647 | 0.0% | Held | 3 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 227 | -22.3% | $21,985 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 204 | Nieuw | $20,112 | 0.0% | New | 1 | SEC ↗ |
| 48 | Us Bancorp \De\ | 154 | +14.9% | $15,183 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Allspring Global Investments… | 132 | Nieuw | $12,551 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| D. E. Shaw & Co. | $4.04M | 0.0% |
| Cibc World Market Inc. | $1.98M | 0.0% |
| Russell Investments Group… | $20,112 | 0.0% |
| Allspring Global Investments… | $12,551 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $31.22M | was 0.0% |
| Two Sigma Investments | $2.44M | was 0.0% |
| Renaissance Technologies | $549,380 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 350 houders, 59.28M aandelen, $4.84B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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