Skip to content
Disclosery

JGRO J P MORGAN EXCHANGE TRADED F

Follow

ACTIVE GROWTH (fund)

365 managers (369 13F filers) reported a position in JGRO shares at 2026-06-30, 73,783,161 shares in all. 33 filers opened a position and 20 filers sold out during the quarter.

Managers
365
13F filers
369
New
33
Added
157
Reduced
125
Sold out
20
Shares held by filers
73,783,161

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,862,545$1.15B0.07%-1,266,39413F-HRTimelineGroup
LPL Financial LLC7,879,633$777M0.17%+577,64013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,399,109$434M0.66%+106,26613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,055,025$400M0.11%+729,21113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,022,127$397M0.08%-646,44713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,383,745$318M0.13%+453,50213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,505,634$247M0.02%+274,05813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,715,615$169M0.21%+146,31313F-HRTimeline
UBS Group AGgroup of 2 filers holding1,478,198$146M+87,671Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,353,914$133M0.02%+5,38413F-HRTimelineGroup
Cetera Investment Advisers1,294,276$128M0.12%+98,07013F-HRTimeline
Janney Montgomery Scott LLC1,270,516$125M0.24%-287,86013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,203,733$119M-42,233Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,122,378$111M0.02%+212,66613F-HRTimelineGroup
Private Advisor Group, LLC1,095,108$108M0.49%+615,51513F-HRTimeline
Northwest Financial Advisors991,333$97.7M13%+985,60413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.923,634$91.1M0.11%+201,42413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…867,409$79.5M0.13%+54,23613F-HRTimeline
Integrated Wealth Concepts LLC727,558$71.7M0.35%+369,56513F-HRTimeline
Goldstein Advisors, LLC700,355$69M6.31%+21,96513F-HRTimeline
Avior Wealth Management, LLC688,966$67.9M1.79%-104,16913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth680,124$67.1M0.07%+10,71813F-HRTimelineGroup
American Trust616,315$60.8M4.68%+12,28313F-HRTimeline
GGM Financial LLC610,144$60.2M22.81%+8,98313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.578,497$57M0.9%+28,06813F-HRTimeline
Provenance Wealth Advisors, LLC559,494$55.2M5.26%+62713F-HRTimeline
AlphaCore Capital LLC541,589$53.4M0.98%+101,94913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP532,643$52.5M0.04%+10,64513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.523,837$51.6M0.49%-5213F-HRTimeline
STEPH & CO522,553$51.5M13.04%+4,60613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.467,890$46.1M0.46%+8,90213F-HRTimelineGroup
Berman McAleer LLC457,566$45.1M5.22%+4,29013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp437,258$43.1M0.01%+28,69413F-HRTimelineGroup
FMR LLCin group FMR LLC420,635$41.5M<0.01%+31,03013F-HRTimelineGroup
Trust Co420,100$41.4M3.74%-1,76613F-HRTimeline
HUB Investment Partners, LLC411,446$40.6M0.74%+6,99313F-HRTimeline
HighTower Advisors, LLC369,468$36.4M0.03%+3413F-HRTimeline
Frontier Asset Management, LLC365,563$36M6.46%+8,31113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC364,062$35.9M0.88%-81,71613F-HRTimeline
KINTRA WEALTH, LLC327,929$31.8M1.66%+299,65113F-HRTimeline
Advantage Trust Co286,527$28.2M9.94%+91813F-HRTimeline
Sequoia Financial Advisors, LLC278,090$27.4M0.14%-29,84613F-HRTimeline
WealthPlan Investment Management, LLC265,976$26.2M1.3%+22,45413F-HRTimeline
MML INVESTORS SERVICES, LLC258,950$25.5M0.05%-4,12113F-HRTimeline
Aprio Wealth Management, LLC258,205$25.5M1.26%-68,40213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding255,306$25.2M-312,699Timeline
Crumly & Associates Inc.248,565$24.5M4.69%-5,21413F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC242,047$23.9M3.54%+7,05513F-HRTimeline
Allegheny Financial Group227,274$22.4M2.38%+55,04713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…223,203$22M0.01%+7,55713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…214,888$21.2M0.03%+14,38713F-HRTimelineGroup
Arlington Financial Advisors, LLC213,622$21.1M2.67%+2,01213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding210,653$20.8M+1,706Timeline
Wagner Wealth Management, LLC208,278$20.5M3.8%+13,33813F-HRTimeline
Tradition Wealth Management, LLC202,549$20M1.22%+6,93913F-HRTimeline
Cambridge Investment Research Advisors,…198,066$19.5M0.04%+3,57613F-HR/ATimeline
CORRECT CAPITAL WEALTH MANAGEMENT192,236$19M3.27%-15,97913F-HRTimeline
Sprinkle Financial Consultants LLC190,225$18.8M7.36%+8,35713F-HRTimeline
D.A. DAVIDSON & CO.174,149$17.2M0.09%-9,02013F-HRTimeline
Resolute Wealth Strategies, LLC166,483$16.4M6.36%+5,69413F-HRTimeline
&PARTNERS150,380$14.9M0.06%+5,31713F-HRTimeline
Foundry Financial Group, Inc.141,695$14M6.04%+5,53913F-HRTimeline
Venture Visionary Partners LLC118,915$11.7M0.33%+4,25213F-HRTimeline
Farther Finance Advisors, LLC116,502$11.5M0.09%+92,51913F-HRTimeline
Strategic Financial Concepts, LLC113,876$11.3M3.36%+28,46113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers112,779$11.1M0.01%+32,47613F-HRTimelineGroup
Greenbush Financial Group, LLC110,373$10.9M3.2%+4,67713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT106,960$10.5M2.82%-88413F-HRTimeline
LexAurum Advisors, LLC103,517$10.2M1.18%+23,31813F-HRTimeline
Copper Harbor Investment Advisors, LLC102,595$10.1M2.14%13F-HRTimeline
Strategic Blueprint, LLC101,930$10M0.5%+2,01813F-HRTimeline
Beaumont Financial Advisors, LLC98,027$9.66M0.62%-1,21913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC93,692$9.24M0.05%+6,87813F-HR/ATimeline
MN Wealth Advisors, LLC88,130$8.69M3.7%-21,45513F-HRTimeline
Aurdan Capital Management, LLC88,063$8.68M2.2%+12,14413F-HRTimeline
Western Wealth Management, LLC87,995$8.68M0.28%-8,14813F-HRTimeline
Selby Wealth Management, LLC87,222$8.6M3.05%-46713F-HRTimeline
Guided Capital Wealth Management, LLC86,934$8.57M5.01%+46013F-HRTimeline
Kingsview Wealth Management, LLC85,761$8.46M0.1%+7,54913F-HRTimeline
KEYVANTAGE WEALTH, LLC83,692$8.25M3.12%-14,22613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC83,369$8.22M0.13%+7,36013F-HRTimeline
Welch Financial Planning, LLC83,186$8.2M4.78%-55,01513F-HRTimeline
Perigon Wealth Management, LLC75,008$7.4M0.12%+6,48513F-HRTimeline
Founders Financial Alliance, LLC68,988$6.8M0.9%+1,54813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY68,858$6.79M<0.01%+62,37613F-HRTimelineGroup
Visionary Wealth Advisors67,891$6.69M0.26%+6,20513F-HRTimeline
WCG Wealth Advisors LLC67,678$6.67M0.16%-7,17613F-HRTimeline
MGO ONE SEVEN LLC67,613$6.67M0.11%-6,55113F-HRTimeline
YARGER WEALTH STRATEGIES, LLC68,401$6.62M2.38%+3,88013F-HRTimeline
Modern Wealth Management, LLC66,222$6.53M0.08%+2,47213F-HRTimeline
POTENTIA WEALTH65,922$6.5M2.66%new13F-HRTimeline
Merited Wealth, LLC64,580$6.37M4.5%+34,98513F-HRTimeline
DAVENPORT & Co LLC64,398$6.35M0.03%+59,26013F-HRTimeline
Alpha Advisors, LLC/VA60,633$5.98M4.49%-18,16813F-HRTimeline
Echo Wealth Management, LLC60,403$5.96M3.04%+3,70913F-HRTimeline
NewEdge Advisors, LLC57,949$5.71M0.02%-1,91113F-HRTimeline
Geneos Wealth Management Inc.57,524$5.67M0.12%-33,18013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…56,826$5.6M0.06%+75813F-HRTimelineGroup
Argent Trust Co56,759$5.6M0.16%+55713F-HRTimeline
Triad Wealth Partners, LLC59,319$5.54M0.33%+3,37913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC55,792$5.5M0.12%-8,23113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP53,570$5.28M0.01%-11,41413F-HR/ATimelineGroup
Centerpoint Advisory Group53,049$5.23M3.32%-1,03813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…52,926$5.22M0.09%+2,12613F-HRTimelineGroup
QUANTUM FINANCIAL PARTNERS LLC52,705$5.2M2.66%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.52,698$5.2M0.03%-46,26513F-HRTimelineGroup
MOTCO51,024$5.03M0.43%+2,05513F-HRTimeline
IFG Advisory, LLC50,427$4.97M0.17%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…47,075$4.64M0.48%-51,67513F-HRTimeline
Formidable Asset Management, LLC54,796$4.63M0.74%-11,95313F-HRTimeline
Broadway Wealth Solutions, Inc.46,565$4.59M2.14%+1,57913F-HRTimeline
IHT Wealth Management, LLC45,615$4.5M0.1%-10,45713F-HRTimeline
NorthCrest Asset Manangement, LLC45,984$4.45M0.11%+2,00313F-HRTimeline
TBH Global Asset Management, LLC44,476$4.38M0.8%+1,26413F-HRTimeline
IFP Advisors, Inc43,923$4.33M0.08%+5,56313F-HRTimeline
WealthPLAN Partners, LLC43,081$4.25M0.81%+20,12813F-HRTimeline
Savvy Advisors, Inc.41,908$4.13M0.09%+37,86913F-HRTimeline
Purus Wealth Management, LLC41,490$4.09M1.13%+2,96913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.40,957$4.04M<0.01%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC40,304$3.97M0.12%-2,12013F-HRTimelineGroup
Golden State Wealth Management, LLC40,089$3.95M0.36%+3,40013F-HRTimeline
Comprehensive Financial Planning, Inc./…38,166$3.76M2.01%+1,77313F-HRTimeline
Perennial Investment Advisors, LLC36,706$3.62M0.24%+56713F-HRTimeline
Prospera Financial Services Inc36,424$3.59M0.05%-4,31613F-HRTimeline
Morey & Quinn Wealth Partners, LLC36,074$3.56M2.29%+1,67713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,812$3.53M<0.01%+21,22313F-HRTimelineGroup
Cornerstone Wealth Management, LLC35,301$3.48M0.15%+5,73113F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD34,949$3.45M0.71%13F-HRTimeline
VIMA LLC32,755$3.23M3.15%13F-HRTimeline
Fermata Advisors, LLC32,645$3.22M0.65%-16113F-HRTimeline
Keystone Wealth Services, LLC30,880$3.04M0.57%-3,24113F-HRTimeline
5T Wealth, LLC30,153$2.97M1.11%-3,74913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,721$2.93M0.14%+1,06513F-HRTimeline
Global Retirement Partners, LLC27,537$2.71M0.04%13F-HRTimeline
Cordgrass Capital Advisors, LLC27,395$2.7M1.01%+5,04513F-HRTimeline
NIXON PEABODY TRUST CO26,455$2.61M0.18%-1,70413F-HRTimeline
Bill Few Associates, Inc.26,233$2.59M0.55%+37913F-HRTimeline
Private Wealth Partners, LLC26,100$2.57M0.18%-2,60013F-HRTimeline
Legacy Edge Advisors, LLC25,735$2.54M0.23%-18713F-HR/ATimeline
Ashton Thomas Private Wealth, LLC24,977$2.46M0.05%-18413F-HRTimeline
Hopwood Nicholas Hunter24,918$2.46M0.67%-8,54413F-HRTimeline
WBH ADVISORY INC24,576$2.42M0.16%+87313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC24,163$2.38M0.03%-4,26313F-HRTimeline
Mariner, LLCin group Mariner, LLC23,761$2.34M<0.01%-272,48113F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …23,182$2.29M0.02%+5,01813F-HRTimelineGroup
Schneider Downs Wealth Management Advis…22,959$2.26M0.21%+1,60513F-HRTimeline
Semus Wealth Partners LLC22,901$2.26M1.09%-38113F-HRTimeline
J.W. COLE ADVISORS, INC.22,210$2.19M0.04%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,976$2.17M0.08%+1,67513F-HRTimeline
Heritage Wealth Management, Inc.21,094$2.08M0.52%+1613F-HRTimeline
Northwest Wealth Advisors, LLC20,587$2.03M1.17%+55113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC20,345$2.01M0.21%+17,07813F-HRTimeline
Cambridge Advisors Inc.20,164$1.99M0.34%-1,43313F-HRTimeline
CIBC WORLD MARKET INC.20,103$1.98M<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,802$1.95M<0.01%+7,36813F-HRTimelineGroup
Elevation Wealth Management LLC19,377$1.91M1.43%-2,35213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,134$1.89M<0.01%+13,63513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,078$1.88M<0.01%-6,21613F-HRTimelineGroup
OneDigital Investment Advisors LLC18,430$1.82M0.02%+4,26413F-HRTimeline
SMITH, MOORE & CO.18,178$1.79M0.12%-3,13313F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC18,789$1.78M0.71%-20413F-HRTimeline
Wealthspire Advisors, LLC18,008$1.78M0.01%+6,70213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…17,733$1.75M0.64%+2,75313F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.17,204$1.7M0.58%+1,64313F-HRTimeline
Gladstone Institutional Advisory LLC17,062$1.68M0.05%+2,08013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,681$1.64M0.02%-23313F-HRTimelineGroup
Valmark Advisers, Inc.16,668$1.64M0.02%+3,25513F-HRTimeline
Carnegie Investment Counsel15,898$1.57M0.03%+6013F-HRTimeline
HB Wealth Management, LLC15,894$1.57M0.01%+6,09913F-HRTimeline
HAZLETT, BURT & WATSON, INC.15,639$1.53M0.41%+4,60113F-HRTimeline
Clear Creek Financial Management, LLC15,449$1.52M0.1%-2,93213F-HRTimeline
UNIQUE WEALTH, LLC15,240$1.5M0.18%+1,73213F-HRTimeline
Snowden Capital Advisors LLC15,095$1.49M0.04%-1,57913F-HRTimeline
Ignite Planners, LLC14,829$1.46M0.2%+1,40813F-HRTimeline
USAdvisors Wealth Management, LLC14,614$1.44M0.41%+2,14413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,585$1.44M<0.01%-2,47513F-HRTimelineGroup
Summit Financial, LLC14,157$1.4M0.02%-6413F-HRTimeline
Axis Wealth Partners, LLC14,129$1.39M0.67%-86813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC12,996$1.28M0.29%-55113F-HRTimeline
3Chopt Investment Partners, LLC12,820$1.26M0.24%-2,19913F-HRTimeline
Providence First Trust Co12,795$1.26M0.35%new13F-HRTimeline
HRT FINANCIAL LP12,519$1.23M<0.01%+3,80513F-HRTimeline
Advisory Services Network, LLC12,292$1.21M0.01%+26813F-HRTimeline
YHB Investment Advisors, Inc.12,049$1.19M0.08%-1713F-HRTimeline
Steward Partners Investment Advisory, L…12,019$1.18M0.01%+2,41713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC11,784$1.16M0.13%-3,83213F-HRTimeline
Eldridge Investment Advisors, Inc.11,514$1.14M0.22%-13,78813F-HRTimeline
Cobblestone Asset Management LLC11,486$1.13M0.47%-1,43113F-HRTimeline
SUTTON PLACE INVESTORS LLC11,286$1.11M0.54%-2113F-HRTimeline
Financial Partners Group, Inc11,253$1.11M0.11%+61613F-HRTimeline
MassMutual Private Wealth & Trust, FSB10,894$1.07M0.03%-7,27113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,739$1.06M0.02%+5,96013F-HRTimelineGroup
Empire Life Investments Inc.10,738$1.06M0.06%-15,20013F-HRTimeline
GK Wealth Management LLC10,644$1.05M0.63%new13F-HRTimeline
Composition Wealth, LLC10,592$1.04M0.01%-11513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,462$1.03M<0.01%+3213F-HRTimelineGroup
Gotham Asset Management, LLC10,440$1.03M<0.01%013F-HRTimeline
Sovran Advisors, LLC11,052$999K0.07%+42513F-HRTimeline
Wayfinding Financial, LLC9,794$965K0.37%-5,14913F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…10,502$963K0.2%new13F-HRTimeline