JPMORGAN ACTIVE GROWTH ETF (JGRO) Institutional Shareholders
JPMORGAN ACTIVE GROWTH ETF (JGRO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.20B in JGRO holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JGRO tracked by InsiderSet, reporting ownership valued at approximately $617.16M in its March 31, 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 $700.55M, representing an estimated gain of +13.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed JGRO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ameriprise Financial Inc, 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
357
Total Reported Value
$5.20B
Largest Holder
Lpl Financial Llc
Largest Position
$617.16M
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 |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.16% | 7,301,993 | $617,164,408 | $700,553,208 | +$83,388,800 | +13.51% | |
| Ameriprise Financial Inc | 0.09% | 4,668,574 | $394,524,757 | $447,902,990 | +$53,378,233 | +13.53% | |
| Captrust Financial Advisors | 0.63% | 4,292,843 | $362,775,808 | $411,855,357 | +$49,079,549 | +13.53% | |
| Raymond James Financial Inc | 0.09% | 3,325,814 | $281,097,784 | $319,078,595 | +$37,980,811 | +13.51% | |
| Jones Financial Companies Lllp | 0.12% | 2,930,243 | $240,338,551 | $281,127,513 | +$40,788,962 | +16.97% | |
| Bank Of America Corp | 0.01% | 2,231,576 | $188,612,817 | $214,097,401 | +$25,484,584 | +13.51% | |
| Commonwealth Equity Services, Llc | 0.21% | 1,715,615 | $169,142,489 | $164,596,103 | -$4,546,386 | -2.69% | |
| Cwm, Llc | 0.31% | 1,405,248 | $118,771,572 | $134,819,493 | +$16,047,921 | +13.51% | |
| Envestnet Asset Management Inc | 0.03% | 1,190,363 | $117,357,894 | $114,203,426 | -$3,154,468 | -2.69% | |
| Royal Bank Of Canada | 0.02% | 1,348,530 | $113,978,000 | $129,377,968 | +$15,399,968 | +13.51% | |
| Private Advisor Group, Llc | 0.49% | 1,095,108 | $107,966,684 | $105,064,662 | -$2,902,022 | -2.69% | |
| Ubs Group Ag | 0.02% | 1,266,505 | $107,045,003 | $121,508,490 | +$14,463,487 | +13.51% | |
| Cetera Investment Advisers | 0.11% | 1,196,206 | $101,103,359 | $114,764,004 | +$13,660,645 | +13.51% | |
| Northwest Financial Advisors | 13.00% | 991,333 | $97,735,546 | $95,108,488 | -$2,627,058 | -2.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 867,409 | $79,544,515 | $83,219,219 | +$3,674,704 | +4.62% | |
| Wells Fargo & Company/Mn | 0.02% | 909,712 | $76,888,837 | $87,277,769 | +$10,388,932 | +13.51% | |
| Goldstein Advisors, Llc | 6.31% | 700,355 | $69,047,999 | $67,192,059 | -$1,855,940 | -2.69% | |
| Avior Wealth Management, Llc | 1.79% | 688,966 | $67,925,152 | $66,099,398 | -$1,825,754 | -2.69% | |
| Osaic Holdings, Inc. | 0.09% | 722,210 | $61,049,337 | $69,288,827 | +$8,239,490 | +13.50% | |
| Ggm Financial Llc | 22.81% | 610,144 | $60,154,122 | $58,537,215 | -$1,616,907 | -2.69% | |
| Focus Partners Wealth | 0.06% | 669,406 | $56,578,182 | $64,222,812 | +$7,644,630 | +13.51% | |
| Provenance Wealth Advisors, Llc | 5.26% | 559,494 | $55,160,546 | $53,677,854 | -$1,482,692 | -2.69% | |
| Steph & Co | 13.04% | 522,553 | $51,518,500 | $50,133,735 | -$1,384,765 | -2.69% | |
| American Trust | 4.51% | 604,032 | $51,052,712 | $57,950,830 | +$6,898,118 | +13.51% | |
| Great Valley Advisor Group, Inc. | 0.85% | 550,429 | $46,522,252 | $52,808,158 | +$6,285,906 | +13.51% | |
| Berman Mcaleer Llc | 5.22% | 457,566 | $45,111,434 | $43,898,882 | -$1,212,552 | -2.69% | |
| Vestmark Advisory Solutions, Inc. | 0.49% | 523,889 | $44,279,098 | $50,261,911 | +$5,982,813 | +13.51% | |
| Stifel Financial Corp | 0.04% | 521,998 | $44,119,820 | $50,080,488 | +$5,960,668 | +13.51% | |
| Trust Co | 3.74% | 420,100 | $41,417,622 | $40,304,394 | -$1,113,228 | -2.69% | |
| Hub Investment Partners, Llc | 0.74% | 411,446 | $40,564,481 | $39,474,129 | -$1,090,352 | -2.69% | |
| Stratos Wealth Partners, Ltd. | 0.44% | 458,988 | $38,793,684 | $44,035,309 | +$5,241,625 | +13.51% | |
| Alphacore Capital Llc | 0.88% | 439,640 | $37,158,412 | $42,179,062 | +$5,020,650 | +13.51% | |
| Daymark Wealth Partners, Llc | 0.88% | 364,062 | $35,892,857 | $34,928,108 | -$964,749 | -2.69% | |
| Bank Of New York Mellon Corp | 0.01% | 408,564 | $34,531,772 | $39,197,630 | +$4,665,858 | +13.51% | |
| Fmr Llc | 0.00% | 389,605 | $32,929,429 | $37,378,704 | +$4,449,275 | +13.51% | |
| Hightower Advisors, Llc | 0.03% | 369,434 | $31,224,816 | $35,443,498 | +$4,218,682 | +13.51% | |
| Integrated Wealth Concepts Llc | 0.24% | 357,993 | $30,257,592 | $34,345,848 | +$4,088,256 | +13.51% | |
| Frontier Asset Management, Llc | 6.33% | 357,252 | $30,194,925 | $34,274,757 | +$4,079,832 | +13.51% | |
| Advantage Trust Co | 9.94% | 286,527 | $28,248,697 | $27,489,400 | -$759,297 | -2.69% | |
| Sequoia Financial Advisors | 0.14% | 278,090 | $27,416,894 | $26,679,955 | -$736,939 | -2.69% | |
| Wealthplan Investment Management, Llc | 1.30% | 265,976 | $26,222,530 | $25,517,737 | -$704,793 | -2.69% | |
| Aprio Wealth Management, Llc | 1.26% | 258,205 | $25,456,446 | $24,772,188 | -$684,258 | -2.69% | |
| Mariner, Llc | 0.03% | 296,242 | $25,038,380 | $28,421,457 | +$3,383,077 | +13.51% | |
| Crumly & Associates Inc. | 4.69% | 248,565 | $24,506,023 | $23,847,326 | -$658,697 | -2.69% | |
| Orrstown Financial Services Inc | 3.54% | 242,047 | $23,863,414 | $23,221,989 | -$641,425 | -2.69% | |
| Allegheny Financial Group | 2.38% | 227,274 | $22,406,998 | $21,804,668 | -$602,330 | -2.69% | |
| Mml Investors Services, Llc | 0.06% | 263,071 | $22,234,720 | $25,239,032 | +$3,004,312 | +13.51% | |
| Arlington Financial Advisors, Llc | 2.67% | 213,622 | $21,060,993 | $20,494,895 | -$566,098 | -2.69% | |
| Wagner Wealth Management, Llc | 3.80% | 208,278 | $20,534,122 | $19,982,191 | -$551,931 | -2.69% | |
| Cary Street Partners Financial Llc | 0.43% | 200,994 | $19,816,086 | $19,283,364 | -$532,722 | -2.69% |
Frequently asked questions about JGRO
Who owns the most JGRO stock?
The largest holders of JGRO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN ACTIVE GROWTH ETF (JGRO).
Is JGRO widely held by superinvestors?
Many widely followed stocks like JGRO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JGRO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.