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Disclosery

JGRO J P MORGAN EXCHANGE TRADED F

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ACTIVE GROWTH (fund)

258 managers (261 13F filers) reported a position in JGRO shares at 2025-03-31, 50,801,545 shares in all. 41 filers opened a position and 9 filers sold out during the quarter.

Managers
258
13F filers
261
New
41
Added
156
Reduced
43
Sold out
9
Shares held by filers
50,801,545

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HMV Wealth Advisors, LLC3,914$289K0.23%013F-HRTimeline
Worth Financial Advisory Group, LLC3,824$282K0.18%-19413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,823$282K<0.01%+1,85713F-HRTimelineGroup
DAVENPORT & Co LLC3,805$281K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC3,753$277K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.3,627$269K0.06%013F-HRTimeline
TOWNSQUARE CAPITAL LLC3,435$253K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC3,217$237K0.06%-34013F-HRTimeline
Creative Planningin group Creative Planning3,175$234K<0.01%-6,18313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,034$224K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,018$223K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC3,018$223K<0.01%new13F-HR/ATimeline
Fourth Dimension Wealth, LLC2,850$210K0.1%+1,04913F-HRTimeline
MBA Advisors LLC2,844$210K0.1%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,835$209K0.06%+22313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,800$207K0.02%+6713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,349$173K0.03%+1,99113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,122$157K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,728$140K<0.01%013F-HRTimelineGroup
Olde Wealth Management, LLC1,828$134K0.05%new13F-HRTimeline
Continuum Advisory, LLC1,728$128K0.02%+58713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,418$105K0.02%+1,37513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,380$102K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,343$99.1K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,300$95.9K<0.01%013F-HRTimeline
Allworth Financial LP1,118$82.2K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN915$67.5K<0.01%+84813F-HRTimelineGroup
Crewe Advisors LLC870$64.2K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC768$56.7K<0.01%+3713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC700$52K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC654$48.3K<0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC568$41.9K0.01%new13F-HRTimeline
Rossby Financial, LCC424$31.5K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC400$29.5K<0.01%-20613F-HRTimelineGroup
Northwest Capital Management Inc386$28.5K0.01%-2,65013F-HRTimeline
LGT Financial Advisors LLC336$24.8K0.08%+3713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\325$24K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.300$22.1K0.01%new13F-HRTimeline
AE Wealth Management LLC274$20.2K<0.01%new13F-HRTimeline
MCF Advisors LLC270$19.9K<0.01%-813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.226$16.7K<0.01%-8413F-HRTimelineGroup
Key Financial Inc180$13.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management174$12.8K<0.01%+11813F-HRTimelineGroup
Synergy Investment Management, LLC170$12.6K0.01%-113F-HRTimeline
Larson Financial Group LLC150$11.1K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC120$8.86K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC105$7.77K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC102$7.52K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.95$7K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC91$6.71K<0.01%+2713F-HRTimeline
HAZLETT, BURT & WATSON, INC.84$6K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.72$5.31K<0.01%+1013F-HRTimeline
FMR LLCin group FMR LLC69$5.09K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.56$4.13K<0.01%-6213F-HRTimeline
Sound Income Strategies, LLC53$3.91K<0.01%-28513F-HRTimeline
N.E.W. Advisory Services LLC42$3.1K<0.01%new13F-HRTimeline
Sandy Spring Bank3$222<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.