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Disclosery

JGRO J P MORGAN EXCHANGE TRADED F

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ACTIVE GROWTH (fund)

225 managers (228 13F filers) reported a position in JGRO shares at 2024-12-31, 42,433,391 shares in all. 39 filers opened a position and 14 filers sold out during the quarter.

Managers
225
13F filers
228
New
39
Added
121
Reduced
32
Sold out
14
Shares held by filers
42,433,391

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,538,002$692M0.05%+7,167,50813F-HRTimelineGroup
LPL Financial LLC3,643,903$295M0.12%+1,099,31313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,473,064$281M0.07%+1,591,92313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,172,304$257M0.73%+202,51113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,129,927$91.6M0.13%+112,46113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,114,886$90.3M0.03%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,058,569$85.8M0.02%+45,78213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,023,090$82.9M-19,993Timeline
CWM, LLCin group CWM, LLC999,555$81M0.34%+38,30113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA974,947$79M0.02%+213,53413F-HRTimelineGroup
Janney Montgomery Scott LLC958,426$77.7M0.22%+73,59313F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT841,980$68.2M13.59%+16,45913F-HRTimeline
Goldstein Advisors, LLC707,488$57.3M8.32%+2,87613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding647,206$52.4M+506,423Timeline
Avior Wealth Management, LLC626,819$50.8M1.86%-24,92213F-HRTimeline
American Trust615,404$49.9M3.8%-73,94113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/588,920$47.7M<0.01%+90,17613F-HRTimelineGroup
Beaumont Financial Advisors, LLC565,541$45.8M3.44%-41,55013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth552,141$44.7M0.12%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.515,097$41.7M0.09%+224,87113F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP493,749$40M0.04%+309,87113F-HRTimelineGroup
STEPH & CO482,258$39.1M13.19%+5,29113F-HRTimeline
Provenance Wealth Advisors, LLC359,338$29.1M3.76%+21,53613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.347,167$28.1M0.4%+4,82613F-HRTimelineGroup
Sterling Financial Group, Inc.342,684$27.8M10.33%-7,72913F-HRTimeline
Mariner, LLCin group Mariner, LLC316,901$25.7M0.04%+45,24613F-HRTimelineGroup
WCG Wealth Advisors LLC294,345$23.9M1.58%+173,65813F-HRTimeline
HUB Investment Partners, LLC285,315$23.1M0.97%+18,58113F-HRTimeline
Vestmark Advisory Solutions, Inc.285,039$23.1M0.8%+4,66213F-HRTimeline
Advantage Trust Co282,980$22.9M13.49%+19,07113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC273,813$22.2M0.94%+2,15613F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP262,156$21.2M0.02%+29,91913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…250,691$20.3M0.04%+121,34113F-HR/ATimeline
HighTower Advisors, LLC230,868$18.7M0.03%-11,07313F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC209,812$17M4.56%+8,50913F-HRTimeline
Frontier Asset Management, LLC204,149$16.5M5.46%-23,30513F-HRTimeline
STRATEGIC PLANNING GROUP, LLC182,073$14.8M2.71%-5,14013F-HRTimeline
Cetera Investment Advisers181,934$14.7M0.03%+55,71513F-HRTimeline
Financial Advocates Investment Manageme…169,987$13.8M0.78%+1,05613F-HRTimeline
Arlington Financial Advisors, LLC168,478$13.7M2.71%+1,70713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…159,475$12.9M0.29%+14,71113F-HRTimelineGroup
Wagner Wealth Management, LLC159,056$12.9M3.33%+4,99413F-HRTimeline
Tradition Wealth Management, LLC155,433$12.6M1.11%+45,06413F-HRTimeline
Ferguson Shapiro LLC152,553$12.4M4.58%+11,39713F-HRTimeline
D.A. DAVIDSON & CO.147,545$12M0.1%+99713F-HRTimeline
Crumly & Associates Inc.139,640$11.3M3.08%+12,34413F-HRTimeline
Trust Co139,170$11.3M1.29%+6,28213F-HRTimeline
Private Advisor Group, LLC135,338$11M0.06%+86,86613F-HRTimeline
GGM Financial LLC121,644$9.86M10.5%+6,41413F-HRTimeline
MML INVESTORS SERVICES, LLC120,383$9.76M0.03%+33413F-HRTimeline
Cambridge Investment Research Advisors,…112,614$9.12M0.03%+29,03313F-HRTimeline
Geneos Wealth Management Inc.111,603$9.04M0.32%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…100,029$8.11M0.01%+36,78913F-HRTimelineGroup
John W. Brooker & Co., CPAs97,213$7.88M3.4%+5,10213F-HRTimeline
MN Wealth Advisors, LLC90,059$7.3M4.11%+72313F-HRTimeline
Integrated Wealth Concepts LLC88,520$7.17M0.08%+12,21513F-HRTimeline
Sprinkle Financial Consultants LLC88,054$7.14M4.86%+20,80313F-HRTimeline
Strategic Blueprint, LLC85,829$6.95M0.41%+10,79513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP84,000$6.81M0.02%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC81,516$6.61M0.35%-36,85413F-HRTimeline
Greenbush Financial Group, LLC78,392$6.35M3.35%13F-HRTimeline
Guided Capital Wealth Management, LLC75,052$6.08M5.57%13F-HRTimeline
SMITH, MOORE & CO.70,152$5.68M0.52%+65,95913F-HRTimeline
Centerpoint Advisory Group68,678$5.56M5.38%13F-HRTimeline
Good Life Advisors, LLC64,341$5.21M0.38%+34,13813F-HRTimeline
Modern Wealth Management, LLC63,152$5.12M0.19%new13F-HR/ATimeline
Foundry Financial Group, Inc.62,040$5.03M3.11%+17413F-HRTimeline
Visionary Wealth Advisors61,184$4.96M0.29%+1,29013F-HRTimeline
Resolute Wealth Strategies, LLC59,196$4.8M2.47%+4,47413F-HRTimeline
Patriot Financial Group Insurance Agenc…55,721$4.52M0.61%+17,96613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC54,720$4.43M0.09%new13F-HRTimeline
NewEdge Advisors, LLC52,494$4.25M0.03%+31,61413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC51,314$4.16M2.4%+20,08813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,229$4.07M0.12%+1,48213F-HRTimelineGroup
Alpha Advisors, LLC/VA48,948$3.97M4.08%13F-HRTimeline
Empire Life Investments Inc.48,300$3.92M0.25%new13F-HRTimeline
Formidable Asset Management, LLC46,965$3.81M0.63%+22,46013F-HRTimeline
Prospera Financial Services Inc43,463$3.52M0.08%-79813F-HRTimeline
Tyler-Stone Wealth Management42,565$3.45M0.61%+18,78713F-HRTimeline
IHT Wealth Management, LLC40,506$3.28M0.11%-5413F-HRTimeline
MGO ONE SEVEN LLC38,320$3.11M0.12%+15,36013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…38,045$3.08M0.04%+6,09213F-HRTimelineGroup
Private Wealth Partners, LLC37,955$3.08M0.24%+50013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC37,900$3.07M<0.01%+32,80013F-HRTimeline
LexAurum Advisors, LLC36,529$2.96M0.59%+7,57513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,307$2.94M0.08%new13F-HRTimelineGroup
Echo Wealth Management, LLC35,800$2.9M2%-34713F-HRTimeline
Perigon Wealth Management, LLC34,778$2.85M0.07%+3,93613F-HRTimeline
Argent Trust Co34,378$2.79M0.11%+14,21013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding34,035$2.76M+24,449Timeline
Venture Visionary Partners LLC33,623$2.72M0.12%+4,95513F-HR/ATimeline
Strategic Financial Concepts, LLC32,088$2.6M0.5%+17,20513F-HR/ATimeline
Purus Wealth Management, LLC31,878$2.58M1.02%new13F-HRTimeline
Blue Investment Partners LLC31,041$2.52M0.92%+34813F-HRTimeline
IFP Advisors, Inc30,095$2.44M0.08%+8,74013F-HRTimeline
Blue Oak Capital, LLC28,615$2.32M1.41%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,357$2.3M<0.01%-27,64313F-HRTimelineGroup
Qube Research & Technologies Ltd27,135$2.2M<0.01%+12,59413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,485$1.98M0.02%+13,21513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC23,866$1.93M0.08%+7,49713F-HRTimeline
Belpointe Asset Management LLC23,764$1.93M0.12%new13F-HRTimeline
5T Wealth, LLC23,557$1.91M1.05%13F-HRTimeline
Aurdan Capital Management, LLC23,351$1.89M0.73%13F-HRTimeline
Atria Wealth Solutions, Inc.23,093$1.87M0.02%+1,85113F-HRTimeline
Fort Point Capital Partners LLC22,706$1.84M0.21%+79113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,691$1.84M0.05%-2,26713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,061$1.79M<0.01%new13F-HRTimelineGroup
Keystone Wealth Services, LLC21,906$1.78M0.47%+15,99313F-HRTimeline
Semus Wealth Partners LLC21,717$1.76M1.17%+1,94213F-HRTimeline
Kingsview Wealth Management, LLC21,657$1.75M0.03%+17,04613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,981$1.62M<0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC19,830$1.61M0.3%new13F-HRTimeline
Sigma Planning Corp17,998$1.46M0.05%-74713F-HRTimeline
Sanctuary Advisors, LLC16,511$1.39M0.01%+6,11213F-HRTimeline
IFG Advisory, LLC16,767$1.36M0.08%+2,32113F-HRTimeline
Carnegie Investment Counsel16,624$1.35M0.04%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB16,623$1.35M0.04%-2,47013F-HRTimeline
HARBOUR INVESTMENTS, INC.15,837$1.28M0.04%-5,75013F-HRTimeline
Cambridge Advisors Inc.15,670$1.27M0.28%new13F-HRTimeline
Schneider Downs Wealth Management Advis…14,731$1.19M0.22%+4,07413F-HRTimeline
3Chopt Investment Partners, LLC14,653$1.19M0.41%+1,47313F-HRTimeline
Objective Capital Management, LLC14,641$1.19M0.79%-1,36113F-HRTimeline
Dynamic Advisor Solutions LLC14,279$1.16M0.05%+3,91813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,920$1.05M0.01%+2,56313F-HRTimeline
KEYVANTAGE WEALTH, LLC12,281$995K0.71%13F-HRTimeline
TBH Global Asset Management, LLC10,900$958K0.23%-22,73013F-HRTimeline
OneDigital Investment Advisors LLC11,628$942K0.01%+1,28013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC11,626$942K0.15%+81013F-HRTimeline
J.W. COLE ADVISORS, INC.11,331$918K0.04%+2,14113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,727$869K0.07%-16113F-HRTimelineGroup
Perennial Investment Advisors, LLC10,280$833K0.1%+4,64013F-HRTimeline
SUTTON PLACE INVESTORS LLC10,115$820K0.47%+48313F-HRTimeline
Clearstead Advisors, LLC10,038$813K0.01%+10,02213F-HRTimeline
Wayfinding Financial, LLC10,012$811K0.43%new13F-HRTimeline
Global Retirement Partners, LLC9,449$766K0.02%-1013F-HRTimeline
Axis Wealth Partners, LLC9,365$759K0.64%13F-HRTimeline
Creative Planningin group Creative Planning9,358$758K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC9,345$757K0.02%+2,86413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,162$742K0.05%+4,36813F-HRTimeline
COZAD ASSET MANAGEMENT INC9,067$735K0.07%+4,83213F-HRTimeline
Triad Wealth Partners, LLC8,982$728K0.26%new13F-HRTimeline
USAdvisors Wealth Management, LLC8,821$714K0.23%+1,04213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,331$675K0.02%+15213F-HRTimelineGroup
Confluence Wealth Services, Inc.7,729$659K0.04%+16913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,872$638K0.01%013F-HRTimelineGroup
True Vision MN LLC7,852$636K0.38%-23813F-HRTimeline
Barnes Wealth Management Group, Inc7,690$623K0.42%13F-HRTimeline
Cobblestone Asset Management LLC7,664$621K0.41%+1,45613F-HRTimeline
B. Riley Wealth Advisors, Inc.7,391$599K0.02%+3,53213F-HRTimeline
Steward Partners Investment Advisory, L…6,738$546K<0.01%+1,16413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC6,094$494K0.2%+1,79213F-HRTimeline
WEDBUSH SECURITIES INC6,034$489K0.02%+1,16013F-HRTimeline
Robertson Stephens Wealth Management, L…5,752$466K0.02%-12813F-HRTimeline
GPS Wealth Strategies Group, LLC5,487$445K0.06%+5113F-HRTimeline
Kuhn & Co Investment Counsel5,422$439K0.37%+11213F-HRTimeline
High Net Worth Advisory Group LLC5,391$437K0.12%new13F-HRTimeline
Park Place Capital Corp5,107$414K0.12%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,098$413K0.03%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC5,067$411K0.11%+1,55913F-HRTimeline
PRIVATE TRUST CO NA4,852$393K0.04%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,708$381K<0.01%new13F-HRTimelineGroup
Nautilus Advisors LLC4,653$377K0.3%13F-HRTimeline
GeoWealth Management, LLC4,362$353K0.01%-1,15413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,314$350K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…4,244$344K0.29%13F-HRTimeline
NWAM LLC4,242$344K0.02%-23513F-HRTimeline
Cordgrass Capital Advisors, LLC4,206$341K0.1%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,147$336K0.17%-13013F-HRTimeline
World Investment Advisors4,145$336K0.01%-2513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,051$328K<0.01%new13F-HRTimelineGroup
Worth Financial Advisory Group, LLC4,018$326K0.2%+19613F-HRTimeline
FAGAN ASSOCIATES, INC.3,958$321K0.05%+39413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,928$318K0.08%new13F-HRTimeline
HMV Wealth Advisors, LLC3,914$317K0.32%13F-HRTimeline
Lakeridge Wealth Management LLC3,853$312K0.16%new13F-HRTimeline
AdvisorNet Financial, Inc3,760$305K0.03%+3,16413F-HRTimeline
Gladstone Institutional Advisory LLC3,736$303K0.01%+83313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,688$299K0.13%new13F-HRTimeline
Householder Group Estate & Retirement S…3,677$297K0.22%-3,23813F-HRTimeline
Westside Investment Management, Inc.3,627$294K0.06%-19213F-HRTimeline
Ignite Planners, LLC3,514$290K0.06%+11513F-HRTimeline
Western Wealth Management, LLC3,575$290K0.02%+68113F-HR/ATimeline
Founders Financial Alliance, LLC3,557$288K0.08%013F-HRTimeline
Clear Creek Financial Management, LLC3,400$276K0.03%013F-HRTimeline
Advisory Services Network, LLC3,393$275K0.01%new13F-HRTimeline
YHB Investment Advisors, Inc.3,218$261K0.02%+1713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,134$256K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC3,098$251K0.01%-3,33313F-HRTimeline
Northwest Capital Management Inc3,036$246K0.11%+4813F-HRTimeline
NVWM, LLC3,000$243K0.06%013F-HRTimeline
Fortis Group Advisors, LLC2,960$240K0.04%new13F-HRTimeline
Allegheny Financial Group2,883$234K0.06%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,733$222K0.02%new13F-HRTimeline
COMERICA BANK2,631$213K<0.01%+5313F-HR/ATimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,612$212K0.07%013F-HRTimeline
Hartford Financial Management Inc.2,607$211K0.04%new13F-HRTimeline
Empirical Asset Management, LLC2,594$210K0.07%new13F-HRTimeline
Fourth Dimension Wealth, LLC1,801$162K0.08%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,966$159K<0.01%+39613F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,728$140K<0.01%-613F-HRTimelineGroup