JGRO Institutional Ownership & Shareholders
JPMORGAN ACTIVE GROWTH ETF (JGRO) is currently held by 364 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.13B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JGRO tracked by InsiderSet, reporting ownership valued at approximately $1.15B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.07B, representing an estimated loss of -7.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed JGRO value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Lpl Financial Llc, Captrust Financial Advisors, and several other long-term asset managers with concentrated positions in JPMORGAN ACTIVE GROWTH ETF (JGRO).
This page ranks the largest institutional JGRO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
364
Total Reported Value
$7.13B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$1.15B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.07% | 11,862,545 | $1,149,006,205 | $1,065,137,916 | -$83,868,289 | -7.30% | |
| Lpl Financial Llc | 0.17% | 7,879,633 | $776,852,961 | $707,512,247 | -$69,340,714 | -8.93% | |
| Captrust Financial Advisors | 0.66% | 4,399,109 | $433,707,267 | $394,995,997 | -$38,711,270 | -8.93% | |
| Raymond James Financial Inc | 0.11% | 4,055,025 | $399,784,873 | $364,100,695 | -$35,684,178 | -8.93% | |
| Ameriprise Financial Inc | 0.08% | 4,022,127 | $396,586,936 | $361,146,783 | -$35,440,153 | -8.94% | |
| Jones Financial Companies Lllp | 0.13% | 3,383,745 | $318,241,246 | $303,826,464 | -$14,414,782 | -4.53% | |
| Bank Of America Corp | 0.02% | 2,505,634 | $247,030,474 | $224,980,877 | -$22,049,597 | -8.93% | |
| Ubs Group Ag | 0.02% | 1,354,176 | $133,508,212 | $121,591,463 | -$11,916,749 | -8.93% | |
| Royal Bank Of Canada | 0.02% | 1,353,914 | $133,481,000 | $121,567,938 | -$11,913,062 | -8.92% | |
| Cetera Investment Advisers | 0.12% | 1,294,276 | $127,602,773 | $116,213,042 | -$11,389,731 | -8.93% | |
| Janney Montgomery Scott Llc | 0.24% | 1,270,516 | $125,260,000 | $114,079,632 | -$11,180,368 | -8.93% | |
| Cwm, Llc | 0.31% | 1,405,248 | $118,771,572 | $126,177,218 | +$7,405,646 | +6.24% | |
| Envestnet Asset Management Inc | 0.03% | 1,190,363 | $117,357,894 | $106,882,694 | -$10,475,200 | -8.93% | |
| Wells Fargo & Company/Mn | 0.02% | 1,122,378 | $110,655,219 | $100,778,321 | -$9,876,898 | -8.93% | |
| Private Advisor Group, Llc | 0.49% | 1,095,108 | $107,966,684 | $98,329,747 | -$9,636,937 | -8.93% | |
| Northwest Financial Advisors | 13.02% | 1,001,949 | $96,768,237 | $89,965,001 | -$6,803,236 | -7.03% | |
| Commonwealth Equity Services, Llc | 0.12% | 992,097 | $95,816,713 | $89,080,390 | -$6,736,323 | -7.03% | |
| Osaic Holdings, Inc. | 0.11% | 923,634 | $91,076,187 | $82,933,097 | -$8,143,090 | -8.94% | |
| Goldstein Advisors, Llc | 6.18% | 722,475 | $69,776,636 | $64,871,030 | -$4,905,606 | -7.03% | |
| Integrated Wealth Concepts Llc | 0.44% | 688,667 | $67,895,685 | $61,835,410 | -$6,060,275 | -8.93% | |
| Avior Wealth Management, Llc | 1.79% | 702,205 | $67,818,945 | $63,050,987 | -$4,767,958 | -7.03% | |
| Focus Partners Wealth | 0.07% | 680,124 | $67,053,548 | $61,068,334 | -$5,985,214 | -8.93% | |
| American Trust | 4.68% | 616,315 | $60,762,445 | $55,338,924 | -$5,423,521 | -8.93% | |
| Ggm Financial Llc | 22.81% | 610,144 | $60,154,122 | $54,784,830 | -$5,369,292 | -8.93% | |
| Provenance Wealth Advisors, Llc | 3.45% | 606,086 | $58,535,754 | $54,420,462 | -$4,115,292 | -7.03% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 638,784 | $57,588,531 | $57,356,415 | -$232,116 | -0.40% | |
| Great Valley Advisor Group, Inc. | 0.90% | 578,497 | $57,033,556 | $51,943,246 | -$5,090,310 | -8.93% | |
| Steph & Co | 13.70% | 556,645 | $53,760,774 | $49,981,155 | -$3,779,619 | -7.03% | |
| Alphacore Capital Llc | 0.98% | 541,589 | $53,395,291 | $48,629,276 | -$4,766,015 | -8.93% | |
| Stifel Financial Corp | 0.04% | 532,643 | $52,513,891 | $47,826,015 | -$4,687,876 | -8.93% | |
| Vestmark Advisory Solutions, Inc. | 0.49% | 523,837 | $51,645,090 | $47,035,324 | -$4,609,766 | -8.93% | |
| Trust Co | 4.36% | 519,419 | $50,165,485 | $46,638,632 | -$3,526,853 | -7.03% | |
| Stratos Wealth Partners, Ltd. | 0.46% | 467,890 | $46,129,306 | $42,011,843 | -$4,117,463 | -8.93% | |
| Berman Mcaleer Llc | 5.28% | 470,891 | $45,478,655 | $42,281,303 | -$3,197,352 | -7.03% | |
| Bank Of New York Mellon Corp | 0.01% | 437,258 | $43,109,190 | $39,261,396 | -$3,847,794 | -8.93% | |
| Fmr Llc | 0.00% | 420,635 | $41,470,429 | $37,768,817 | -$3,701,612 | -8.93% | |
| Daymark Wealth Partners, Llc | 0.88% | 364,062 | $35,892,857 | $32,689,127 | -$3,203,730 | -8.93% | |
| Frontier Asset Management, Llc | 6.73% | 369,026 | $35,640,490 | $33,134,845 | -$2,505,645 | -7.03% | |
| Kintra Wealth, Llc | 1.66% | 327,929 | $31,766,435 | $29,444,745 | -$2,321,690 | -7.31% | |
| Advantage Trust Co | 9.82% | 289,273 | $27,937,986 | $25,973,823 | -$1,964,163 | -7.03% | |
| Sequoia Financial Advisors | 0.14% | 278,090 | $27,416,894 | $24,969,701 | -$2,447,193 | -8.93% | |
| Wealthplan Investment Management, Llc | 1.30% | 278,301 | $26,878,354 | $24,988,647 | -$1,889,707 | -7.03% | |
| Kestra Advisory Services, Llc | 0.08% | 277,206 | $26,772,526 | $24,890,327 | -$1,882,199 | -7.03% | |
| Mml Investors Services, Llc | 0.05% | 258,950 | $25,529,916 | $23,251,121 | -$2,278,796 | -8.93% | |
| Orrstown Financial Services Inc | 3.67% | 253,449 | $24,478,104 | $22,757,186 | -$1,720,918 | -7.03% | |
| Aprio Wealth Management, Llc | 1.10% | 249,283 | $24,075,767 | $22,383,121 | -$1,692,646 | -7.03% | |
| Crumly & Associates Inc. | 4.05% | 236,292 | $22,821,081 | $21,216,659 | -$1,604,422 | -7.03% | |
| Allegheny Financial Group | 2.38% | 227,274 | $22,406,998 | $20,406,932 | -$2,000,066 | -8.93% | |
| Pnc Financial Services Group, Inc. | 0.01% | 222,903 | $21,975,962 | $20,014,460 | -$1,961,502 | -8.93% | |
| Arlington Financial Advisors, Llc | 2.69% | 221,797 | $21,421,154 | $19,915,153 | -$1,506,001 | -7.03% |
Frequently asked questions about JGRO
Who are the largest institutional holders of JGRO?
The largest institutional holders of JGRO reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Lpl Financial Llc, Captrust Financial Advisors, Raymond James Financial Inc, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported JGRO position.
What is JGRO institutional ownership?
This page tracks JGRO positions reported by institutional investment managers through SEC Form 13F. JPMORGAN ACTIVE GROWTH ETF (JGRO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JGRO?
InsiderSet currently tracks 364 institutional managers reporting JGRO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JGRO shareholders.
How much JGRO stock do institutions own?
Institutional investment managers disclosed approximately $7.13B in JGRO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JGRO institutional ownership last updated?
The latest JGRO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JGRO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JGRO position after the reporting date.
Are institutions buying or selling JGRO?
Institutional buying and selling can be analyzed by comparing JGRO positions across consecutive 13F reporting periods. InsiderSet's JGRO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JGRO ownership changes.
How has JGRO institutional ownership changed over time?
InsiderSet tracks JGRO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.