JPMorgan Active Growth

JGRO • ARCA

JPMorgan Active Growth is an exchange-traded fund on ARCA. As of Q3 2025, 297 institutional investors hold shares in this ETF, with total holdings valued at $5.8B. JPMORGAN CHASE & CO is the largest holder with a position valued at $981.5M.

Overview

Overview of institutional ownership in JGRO as of Q3 2025

All Institutions

Institutions: 297
Value Held: $5.8B
Shares Held: 61.5M
Avg Position: $19.4M
Median Position: $1.5M

Hedge Funds

Hedge Funds: 6
Value Held: $64.8M
Shares Held: 691.7K
Avg Position: $10.8M
Median Position: $1.7M

Biggest Investors

Institutions with the largest positions in JGRO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$981.5M 0.06% of portfolio	10.5M shares	Q3 2022 Held for 3y 2m	$1.56T
L LPL Financial LLC Institution	-	$566.1M 0.17% of portfolio	6.0M shares	Q4 2022 Held for 2y 11m	$340.07B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$395.8M 0.09% of portfolio	4.2M shares	Q2 2024 Held for 1y 5m	$433.11B
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	James Fielding Miller CEO	$349.7M 0.72% of portfolio	3.7M shares	Q2 2023 Held for 2y 5m	$48.9B
J JONES FINANCIAL COMPANIES LLLP Institution	-	$197.4M 0.13% of portfolio	2.1M shares	Q1 2024 Held for 1y 8m	$146.70B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$179.9M 0.06% of portfolio	1.9M shares	Q4 2024 Held for 11 months	$310.43B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$175.1M 0.01% of portfolio	1.9M shares	Q1 2024 Held for 1y 8m	$1.33T
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$140.7M 0.35% of portfolio	1.5M shares	Q4 2022 Held for 2y 11m	$40.0B
CWM, LLC RIA/Wealth	George Burton White CEO	$139.2M 0.44% of portfolio	1.5M shares	Q2 2023 Held for 2y 5m	$31.5B
UBS Group AG Institution	Sergio P. Ermotti CEO	$124.7M 0.02% of portfolio	1.3M shares	Q1 2023 Held for 2y 8m	$511.54B

Net Capital Flow

Institutional buying and selling activity for JGRO in Q3 2025

Traded: +$529.1M
Buyers: 192
Sellers: 81
Total Bought: +$676.8M
Total Sold: −$147.6M
Avg Position: $18.7M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$104.8M +1.1M shares	$981.5M 10.5M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$55.1M +587.4K shares	$57.6M 614.2K shares
L LPL Financial LLC Institution	+$49.3M +525.6K shares	$566.1M 6.0M shares
Berman McAleer LLC RIA/Wealth	+$41.2M +439.2K shares	$41.2M 439.2K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$36.0M +384.4K shares	$179.9M 1.9M shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$34.0M +365.7K shares	$197.4M 2.1M shares
Provenance Wealth Advisors, LLC RIA/Wealth	+$25.2M +269.3K shares	$41.5M 442.7K shares
BANK OF AMERICA CORP /DE/ Institution	+$24.2M +258.0K shares	$175.1M 1.9M shares
Private Advisor Group, LLC RIA/Wealth	+$23.2M +247.0K shares	$46.3M 494.0K shares
WELLS FARGO & COMPANY/MN Institution	+$17.2M +184.0K shares	$33.7M 359.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
Vestmark Advisory Solutions, Inc. Fund of Funds	−$51.4M −548.7K shares	$51.7M 551.5K shares
W WCG Wealth Advisors LLC Institution	−$27.0M −288.4K shares	$8.4M 90.0K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$13.2M −140.8K shares	$121.3M 1.3M shares
Financial Advocates Investment Management RIA/Wealth	−$12.3M −131.0K shares	$3.9M 41.4K shares
CORRECT CAPITAL WEALTH MANAGEMENT RIA/Wealth	−$5.7M −60.9K shares	$83.8M 893.7K shares
J JANE STREET GROUP, LLC Institution	−$5.6M −64.7K shares	Sold Off 0 shares
Wealthcare Advisory Partners LLC RIA/Wealth	−$3.2M −34.5K shares	$605.8K 6.5K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	−$3.0M −31.8K shares	$1.1M 11.8K shares
Marshall Wace LLP Institution	−$2.6M −29.7K shares	Sold Off 0 shares
GGM Financials LLC RIA/Wealth	−$2.3M −24.7K shares	$49.9M 531.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JGRO in Q3 2025

New Positions: 26
New Value: $63.6M
Exited Positions: 11
Exited Value: $11.5M

New Positions

Institution	Position Value
Berman McAleer LLC RIA/Wealth	$41.2M 439.2K shares
PENOBSCOT WEALTH MANAGEMENT RIA/Wealth	$9.1M 96.9K shares
Eldridge Investment Advisors, Inc. RIA/Wealth	$4.1M 43.7K shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors RIA/Wealth	$1.9M 19.9K shares
V von Borstel & Associates, Inc. RIA/Wealth	$1.5M 15.9K shares
Miracle Mile Advisors, LLC RIA/Wealth	$1.0M 10.9K shares
Summit Financial, LLC RIA/Wealth	$794.3K 8.5K shares
Krilogy Financial LLC RIA/Wealth	$698.0K 7.4K shares
O Onyx Bridge Wealth Group LLC RIA/Wealth	$632.1K 6.7K shares
Soltis Investment Advisors LLC RIA/Wealth	$372.2K 4.0K shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$5.6M 64.7K shares
Marshall Wace LLP Institution	$2.6M 29.7K shares
Fort Point Capital Partners, LLC Fund of Funds	$2.2M 25.6K shares
GOLDMAN SACHS GROUP INC Institution	$403.4K 4.7K shares
SILVER OAK SECURITIES, Inc RIA/Wealth	$216.7K 2.5K shares
Trexquant Investment LP Hedge Fund•Quant	$201.0K 2.3K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$170.7K 2.0K shares
Opal Wealth Advisors, LLC RIA/Wealth	$63.1K 733.0 shares
Northwest Capital Management Inc RIA/Wealth	$42.6K 495.0 shares
T TOTAL INVESTMENT MANAGEMENT INC Institution	$29.7K 345.0 shares

Options Activity

Institutions with the largest Call and Put options positions in JGRO as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JGRO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
GGM Financials LLC RIA/Wealth	Aaron Brady Green Managing Partner	25.22% $49.9M	531.8K shares	Q2 2024 Held for 1y 5m	$197.6M
CORRECT CAPITAL WEALTH MANAGEMENT RIA/Wealth	Brian Isadore Pultman CEO	15.46% $83.8M	893.7K shares	Q4 2023 Held for 1y 11m	$542.0M
S STEPHENSON NATIONAL BANK & TRUST Institution	-	13.70% $44.9M	478.5K shares	Q1 2024 Held for 1y 8m	$327.5M
A Advantage Trust Co Institution	-	11.65% $25.8M	275.1K shares	Q4 2023 Held for 1y 11m	$221.3M
Sterling Financial Group, Inc. RIA/Wealth	Michael Patrick Hatch President	10.12% $31.9M	339.9K shares	Q2 2023 Held for 2y 5m	$314.8M
Frontier Asset Management, LLC ETF Provider	Robert E Miller CEO	8.06% $26.5M	283.0K shares	Q1 2023 Held for 2y 8m	$329.2M
Guided Capital Wealth Management, LLC RIA/Wealth	Kyle R Louvar Managing Partner	7.44% $8.7M	92.5K shares	Q4 2024 Held for 11 months	$116.6M
G Goldstein Advisors, LLC RIA/Wealth	Jon David Goldstein Partner	7.34% $60.4M	644.0K shares	Q4 2022 Held for 2y 11m	$822.7M
S Sprinkle Financial Consultants LLC RIA/Wealth	Sean Gary Sprinkle Managing Partner	7.28% $13.0M	138.2K shares	Q4 2023 Held for 1y 11m	$178.0M
Crumly & Associates Inc. RIA/Wealth	Scott Michael Norris CEO	6.98% $31.8M	339.3K shares	Q3 2024 Held for 1y 2m	$455.6M

Hedge Fund Spotlight

Discover hedge funds investing in JGRO

WINEBRENNER CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerEarl George Winebrenner

Portfolio Value: $137.9M
Positions: 133
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan Active Growth

Market Value: $226.6K
Shares Held: 2.4K
Portfolio Weight: 0.16%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$6.4M	4.66%
2 Nvidia NVDA	Semiconductors Technology	$6.3M	4.58%
3 Pacer Pacific Asset Floating Rate High Income FLRT	ETF ETF	$5.6M	4.08%

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