Skip to content

JGRO J P MORGAN EXCHANGE TRADED F

Follow

ACTIVE GROWTH (fund)

366 managers (370 13F filers) reported a position in JGRO shares at 2026-06-30, 73,878,822 shares in all. 33 filers opened a position and 20 filers sold out during the quarter.

Managers
366
13F filers
370
New
33
Added
157
Reduced
126
Sold out
20
Shares held by filers
73,878,822

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
FIRST NATIONAL BANK & TRUST CO OF NEWTO…10,502$963K0.2%new13F-HRTimeline
Bright Futures Wealth Management, LLC.9,719$958K0.62%new13F-HRTimeline
Lakeridge Wealth Management LLC9,639$950K0.35%+60113F-HRTimeline
High Net Worth Advisory Group LLC9,523$939K0.2%-8213F-HRTimeline
Barnes Wealth Management Group, Inc9,507$937K0.43%-22013F-HRTimeline
Evergreen Wealth Partners LLC9,472$934K0.56%+1,82013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,450$932K<0.01%013F-HRTimelineGroup
John W. Brooker & Co., CPAs9,367$923K1.12%-2,55713F-HRTimeline
Sanctuary Advisors, LLC9,328$920K<0.01%-27,04213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,221$909K0.01%+1,44413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,021$889K0.01%+44213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,717$859K0.02%-2,35313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,706$858K<0.01%+3,87913F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC8,597$848K0.23%-12,67113F-HR/ATimeline
Confluence Wealth Services, Inc.8,538$842K0.02%-19113F-HRTimeline
Procyon Advisors, LLC8,530$841K0.04%+5413F-HRTimeline
Vise Technologies, Inc.8,457$834K0.01%+4,88113F-HRTimeline
WEDBUSH SECURITIES INC8,346$823K0.02%+50613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,063$795K0.04%+3,00813F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC7,757$765K0.24%+86313F-HRTimeline
AdvisorNet Financial, Inc7,697$759K0.03%+93313F-HRTimeline
SFG Wealth Management, LLC.7,466$736K0.26%+2,72313F-HRTimeline
COFG Advisors, LLC7,367$726K0.13%new13F-HRTimeline
Cooper Financial Group7,178$708K0.06%+3513F-HRTimeline
FAGAN ASSOCIATES, INC.7,162$706K0.09%+42813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,109$701K0.17%-13,14613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,087$699K0.03%new13F-HRTimeline
Mayflower Financial Advisors, LLC6,899$680K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,798$670K0.01%+5,14113F-HRTimeline
Platform Technology Partners6,500$641K0.1%013F-HRTimeline
Greenline Wealth Management LLC6,498$641K0.53%-42,12613F-HRTimeline
Krilogy Financial LLC6,388$630K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,296$621K0.01%-1,65213F-HRTimelineGroup
Intrua Financial, LLC6,284$620K0.06%+51013F-HRTimeline
Oak Barrel Wealth Advisory LLC6,268$618K0.27%13F-HRTimeline
Gateway Wealth Partners, LLC6,137$605K0.04%-10,37713F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC6,064$598K0.25%+50213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,017$593K0.01%-1,23513F-HRTimeline
BIP Wealth, LLC5,971$589K0.02%+11113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,811$573K<0.01%-25113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,660$558K0.01%+5413F-HRTimelineGroup
First PREMIER Bank5,543$546K0.09%013F-HRTimeline
Opal Wealth Advisors, LLC5,486$541K0.12%-1,38113F-HRTimeline
Wagner Wealth Management, Corp5,360$528K0.43%+40013F-HRTimeline
Asset One Wealth Management LLC5,471$526K0.06%013F-HRTimeline
ARWA LLC5,555$521K0.22%-4,72313F-HRTimeline
SBI Okasan Asset Management Co.Ltd.5,239$507K0.02%-4013F-HRTimeline
Park Place Capital Corp5,107$503K0.08%013F-HRTimeline
Worth Financial Advisory Group, LLC4,966$490K0.2%new13F-HRTimeline
Creative Planningin group Creative Planning4,914$484K<0.01%-37113F-HRTimelineGroup
Emergent Wealth Advisors, LLC4,910$484K0.25%-10013F-HRTimeline
Simplicity Wealth,LLC4,764$470K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,668$460K0.03%new13F-HRTimeline
MAI Capital Management4,654$459K<0.01%+4,13013F-HRTimeline
VestGen Advisors, LLC4,632$457K0.01%-11413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,462$440K0.14%-2,22013F-HRTimeline
Kuhn & Co Investment Counsel4,433$437K0.25%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,285$423K0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC4,100$404K0.13%+5013F-HRTimeline
PRIVATE TRUST CO NA4,088$403K0.03%+8113F-HRTimeline
Quantinno Capital Management LP4,043$399K<0.01%+73613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,978$392K<0.01%+40413F-HRTimelineGroup
ADG Wealth Management Group, LLC3,969$391K0.25%-113F-HRTimeline
Dynamic Advisor Solutions LLC3,947$389K0.01%new13F-HRTimeline
Plan Group Financial, LLC3,892$384K0.08%-1613F-HRTimeline
Rollins Financial Advisors, LLC3,851$380K0.05%-1,50813F-HRTimeline
Nautilus Advisors LLC3,787$367K0.22%-25013F-HRTimeline
Retirement Planning Group, LLC3,694$364K0.01%+34013F-HRTimeline
AE Wealth Management LLC3,662$361K<0.01%+77313F-HRTimeline
Van Diest Capital, LLC3,642$359K0.32%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,618$350K0.02%-60513F-HRTimeline
Westside Investment Management, Inc.3,517$347K0.05%013F-HRTimeline
Brand Asset Management Group, Inc.3,446$340K0.08%013F-HRTimeline
World Investment Advisors3,964$339K0.01%013F-HRTimeline
EP Wealth Advisors, LLC3,301$325K<0.01%+7213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,287$324K0.04%013F-HRTimelineGroup
GeoWealth Management, LLC3,273$323K0.01%-1,53413F-HRTimeline
Orion Porfolio Solutions, LLC3,136$309K<0.01%-28313F-HRTimeline
Arkadios Wealth Advisors3,118$307K<0.01%-190,05213F-HRTimeline
SAXON INTERESTS, INC.2,917$288K0.08%-6,96513F-HRTimeline
PFG Investments, LLC2,895$285K0.01%+2713F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.2,856$282K0.21%-513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,844$280K0.02%-15613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,835$280K<0.01%+29813F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC2,792$275K0.02%-31713F-HRTimelineGroup
Essential Investment Partners LLC2,774$273K0.22%+2,37613F-HRTimeline
Tulsa Wealth Advisors, INC2,683$265K0.04%new13F-HRTimeline
MBA Advisors LLC2,650$261K0.09%013F-HRTimeline
Empirical Asset Management, LLC2,613$258K0.06%-713F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,612$258K0.05%013F-HRTimeline
Integrated Investment Consultants, LLC2,508$247K0.05%-313F-HRTimeline
Kelly Financial Services LLC2,455$242K0.05%-3313F-HRTimeline
KPP Advisory Services LLC2,438$240K0.03%013F-HRTimeline
Riverstone Advisors, LLC2,388$235K0.1%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,353$232K0.06%013F-HRTimeline
Keating Financial Advisory Services, In…2,350$232K0.03%-213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,276$224K0.14%new13F-HRTimeline
STRATEGIC PLANNING GROUP, LLC2,273$224K0.02%-30613F-HRTimeline
Continuum Advisory, LLC2,226$219K0.02%new13F-HRTimeline
Aegis Wealth Management, Inc.2,181$215K0.14%-50013F-HRTimeline
Roof Eidam Maycock Peralta, LLC2,110$208K0.04%new13F-HRTimeline
Qube Research & Technologies Ltd2,098$207K<0.01%-25,04013F-HRTimeline
Truepoint, Inc.2,076$205K<0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC2,058$203K0.01%-3,45713F-HRTimeline
CENTAURUS FINANCIAL, INC.1,976$195K0.01%+51913F-HRTimeline
Crewe Advisors LLC1,811$179K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,729$170K<0.01%+43513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,585$150K<0.01%+17113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,471$145K<0.01%+1,02913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,419$140K<0.01%-3113F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.1,303$128K0.11%013F-HRTimeline
Parallel Advisors, LLC1,300$128K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.939$92.6K0.05%new13F-HRTimeline
Cornerstone Planning Group LLC965$91.3K0.01%-2313F-HRTimeline
CoreCap Advisors, LLC903$89K<0.01%-413F-HRTimeline
AMERIFLEX GROUP, INC.858$84.6K0.03%-4213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…809$79.8K<0.01%-1,37413F-HRTimelineGroup
Aptus Capital Advisors, LLC781$77K<0.01%-1013F-HRTimeline
COUNTRY TRUST BANK778$76.7K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/771$76K<0.01%-513F-HRTimelineGroup
GODSEY & GIBB, INC700$69K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.630$62.1K0.01%013F-HRTimeline
Community Bank, N.A.597$58.9K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC488$48.1K<0.01%-31713F-HRTimeline
Synergy Investment Management, LLC470$46.4K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC466$45.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC463$45.6K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC458$45.1K0.24%+3713F-HRTimeline
Rossby Financial, LCC426$42K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…353$34.8K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO334$32.9K<0.01%013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.307$30.3K<0.01%new13F-HRTimelineGroup
Hilton Head Capital Partners, LLC300$29.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC300$29.6K0.01%-2,32713F-HRTimeline
GAMMA Investing LLC295$29.1K<0.01%013F-HRTimeline
Pflug Koory, LLC271$26.7K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…268$26.4K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management237$23.4K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.227$22K<0.01%-6513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…204$20.1K<0.01%new13F-HRTimelineGroup
CX Institutional187$18K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC170$16.8K0.01%-5013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\154$15.2K<0.01%+2013F-HRTimelineGroup
City State Bank150$14.8K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …132$12.6K<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.120$11.8K<0.01%new13F-HRTimeline
Bare Financial Services, Inc118$11.6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC105$10.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.95$9.37K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.75$7.39K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC65$6.3K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton60$5.92K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.51$5.04K<0.01%013F-HRTimeline
Abound Wealth Management48$4.73K<0.01%-20113F-HRTimeline
Signature Resources Capital Management,…46$4.54K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.40$3.94K<0.01%013F-HRTimeline
TRUST CO OF VERMONT37$3.65K<0.01%13F-HRTimeline
Clearstead Advisors, LLC28$2.77K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.28$2.76K<0.01%-913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC22$2.17K<0.01%new13F-HRTimeline
MCDONALD PARTNERS LLC17$1.68K<0.01%new13F-HRTimeline
NVWM, LLC15$1.48K<0.01%-4,00013F-HRTimeline
Allworth Financial LP12$1.18K<0.01%-1,10713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10$986<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.8$790<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3$297<0.01%-5013F-HRTimelineGroup