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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,585,389$634M0.05%+47,38713F-HRTimelineGroup
LPL Financial LLC4,413,268$326M0.13%+769,36513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,302,088$317M0.09%+829,02413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,371,599$249M0.62%+199,29513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,488,837$110M0.04%+373,95113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,470,064$108M0.01%+881,14413F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,334,647$98.5M0.39%+335,09213F-HRTimelineGroup
Janney Montgomery Scott LLC1,281,708$94.6M0.27%+323,28213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,183,395$87.3M0.12%+53,46813F-HRTimeline
UBS Group AGin group UBS Group AG1,144,572$84.5M0.02%+86,00313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,114,522$82.2M0.02%+139,57513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,076,639$79.4M+53,549Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP944,747$69.6M0.06%+450,99813F-HR/ATimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT833,503$61.5M12.2%-8,47713F-HRTimeline
Avior Wealth Management, LLC787,185$58.1M2.21%+160,36613F-HRTimeline
Goldstein Advisors, LLC713,774$52.7M7.7%+6,28613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…656,939$48.5M1.04%+497,46413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth585,370$43.2M0.11%+33,22913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.578,158$42.7M0.1%+63,06113F-HRTimelineGroup
GGM Financial LLC532,792$39.3M26.84%+411,14813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp504,664$37.2M0.01%new13F-HRTimelineGroup
STEPH & CO477,067$35.2M12.66%-5,19113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.443,097$32.7M0.5%+95,93013F-HRTimelineGroup
American Trust427,150$31.5M7.77%-188,25413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding425,356$31.4M+391,321Timeline
Vestmark Advisory Solutions, Inc.419,790$31M0.8%+134,75113F-HRTimeline
Trust Co403,157$29.7M3.53%+263,98713F-HRTimeline
Provenance Wealth Advisors, LLC371,488$27.4M3.94%+12,15013F-HRTimeline
WCG Wealth Advisors LLC361,285$26.7M2.03%+66,94013F-HR/ATimeline
Sterling Financial Group, Inc.351,976$26M9.36%+9,29213F-HRTimeline
Mariner, LLCin group Mariner, LLC340,989$25.2M0.04%+24,08813F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC324,957$24M1.03%+51,14413F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP320,983$23.7M0.03%+58,82713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…314,416$23.2M0.04%+63,72513F-HRTimeline
Crumly & Associates Inc.283,057$20.9M5.77%+143,41713F-HRTimeline
HUB Investment Partners, LLC280,873$20.7M0.84%-4,44213F-HRTimeline
Advantage Trust Co272,115$20.1M12.17%-10,86513F-HRTimeline
HighTower Advisors, LLC255,690$18.9M0.03%+24,82213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding254,384$18.8M-392,822Timeline
Beaumont Financial Advisors, LLC253,816$18.7M1.47%-311,72513F-HRTimeline
Cetera Investment Advisers248,256$18.3M0.04%+66,32213F-HRTimeline
Geneos Wealth Management Inc.245,120$18.1M0.26%+133,51713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC195,880$14.5M3.44%-13,93213F-HRTimeline
Frontier Asset Management, LLC195,371$14.4M4.18%-8,77813F-HRTimeline
Venture Visionary Partners LLC190,702$14.1M0.59%+157,07913F-HRTimeline
MML INVESTORS SERVICES, LLC189,829$14M0.05%+69,44613F-HRTimeline
Financial Advocates Investment Manageme…185,901$13.7M0.96%+15,91413F-HRTimeline
AlphaCore Capital LLC183,036$13.5M1.15%new13F-HRTimeline
Private Advisor Group, LLC180,412$13.3M0.08%+45,07413F-HRTimeline
STRATEGIC PLANNING GROUP, LLC179,117$13.2M2.59%-2,95613F-HRTimeline
Arlington Financial Advisors, LLC170,402$12.6M2.21%+1,92413F-HRTimeline
Wagner Wealth Management, LLC169,338$12.5M3.11%+10,28213F-HRTimeline
Alpha Advisors, LLC/VA168,754$12.5M10.84%+119,80613F-HRTimeline
Tradition Wealth Management, LLC167,330$12.3M1.09%+11,89713F-HRTimeline
Ferguson Shapiro LLC157,490$11.6M4.33%+4,93713F-HRTimeline
KEYVANTAGE WEALTH, LLC155,999$11.5M5.6%+143,71813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…151,586$11.2M0.01%+51,55713F-HRTimelineGroup
D.A. DAVIDSON & CO.148,667$11M0.09%+1,12213F-HRTimeline
Cambridge Investment Research Advisors,…122,259$9.02M0.03%+9,64513F-HRTimeline
Greenbush Financial Group, LLC118,693$8.76M4.36%+40,30113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…116,623$8.61M0.01%+96,64213F-HRTimelineGroup
MN Wealth Advisors, LLC112,947$8.33M4.9%+22,88813F-HRTimeline
John W. Brooker & Co., CPAs104,845$7.74M3.2%+7,63213F-HRTimeline
Sprinkle Financial Consultants LLC102,444$7.56M4.8%+14,39013F-HRTimeline
Integrated Wealth Concepts LLC101,929$7.52M0.09%+13,40913F-HRTimeline
NewEdge Advisors, LLC95,983$7.08M0.04%+43,48913F-HRTimeline
Strategic Blueprint, LLC93,695$6.91M0.38%+7,86613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC92,042$6.79M0.36%+10,52613F-HRTimeline
Guided Capital Wealth Management, LLC88,258$6.51M5.44%+13,20613F-HRTimeline
Good Life Advisors, LLC87,842$6.48M0.46%+23,50113F-HRTimeline
SMITH, MOORE & CO.77,417$5.71M0.53%+7,26513F-HRTimeline
Brookwood Investment Group LLC74,277$5.48M0.94%13F-HRTimeline
Centerpoint Advisory Group68,845$5.08M5%+16713F-HRTimeline
Foundry Financial Group, Inc.63,606$4.69M2.89%+1,56613F-HRTimeline
Modern Wealth Management, LLC62,424$4.61M0.15%-72813F-HR/ATimeline
Visionary Wealth Advisors62,362$4.6M0.28%+1,17813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC62,240$4.59M0.14%+12,01113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP58,729$4.33M0.01%+30,37213F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC57,240$4.22M0.08%+2,52013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC53,401$3.94M2.3%+2,08713F-HRTimeline
Formidable Asset Management, LLC51,185$3.78M0.63%+4,22013F-HRTimeline
Tyler-Stone Wealth Management50,876$3.75M0.67%+8,31113F-HRTimeline
Patriot Financial Group Insurance Agenc…50,389$3.72M0.5%-5,33213F-HRTimeline
Perigon Wealth Management, LLC50,004$3.69M0.09%+15,22613F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.48,873$3.61M0.02%new13F-HRTimelineGroup
Empire Life Investments Inc.47,600$3.51M0.23%-70013F-HRTimeline
Echo Wealth Management, LLC47,113$3.48M2.35%+11,31313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC46,770$3.45M0.12%+42,45613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…46,356$3.42M0.05%+8,31113F-HRTimelineGroup
Argent Trust Co45,873$3.38M0.14%+11,49513F-HRTimeline
Prospera Financial Services Inc41,596$3.07M0.07%-1,86713F-HRTimeline
LexAurum Advisors, LLC40,866$3.02M0.58%+4,33713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …39,204$2.89M0.08%+2,89713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,916$2.87M0.03%+14,43113F-HRTimelineGroup
Private Wealth Partners, LLC37,955$2.8M0.23%013F-HRTimeline
Resolute Wealth Strategies, LLC37,513$2.77M1.55%-21,68313F-HRTimeline
MGO ONE SEVEN LLC37,131$2.74M0.11%-1,18913F-HRTimeline
Strategic Financial Concepts, LLC34,095$2.52M0.47%+2,00713F-HRTimeline
Blue Oak Capital, LLC32,405$2.39M1.32%+3,79013F-HRTimeline
Purus Wealth Management, LLC31,663$2.34M0.99%-21513F-HRTimeline
IFP Advisors, Inc31,612$2.33M0.07%+1,51713F-HRTimeline
Aurdan Capital Management, LLC30,446$2.25M0.85%+7,09513F-HRTimeline
Kingsview Wealth Management, LLC30,370$2.24M0.04%+8,71313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,326$2.16M0.01%+7,26513F-HRTimelineGroup
Atria Wealth Solutions, Inc.26,852$1.98M0.02%+3,75913F-HRTimeline
IHT Wealth Management, LLC26,268$1.94M0.06%-14,23813F-HRTimeline
5T Wealth, LLC25,595$1.89M1.07%+2,03813F-HRTimeline
Ashton Thomas Private Wealth, LLC25,426$1.88M0.07%+1,56013F-HRTimeline
Belpointe Asset Management LLC25,081$1.85M0.1%+1,31713F-HRTimeline
Keystone Wealth Services, LLC24,929$1.84M0.5%+3,02313F-HRTimeline
B. Riley Wealth Advisors, Inc.24,898$1.84M0.06%+17,50713F-HRTimeline
Qube Research & Technologies Ltd23,961$1.77M<0.01%-3,17413F-HRTimeline
Fort Point Capital Partners LLC23,816$1.76M0.2%+1,11013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…23,438$1.73M0.05%+74713F-HRTimelineGroup
Semus Wealth Partners LLC22,933$1.69M1.18%+1,21613F-HRTimeline
MassMutual Private Wealth & Trust, FSB21,699$1.6M0.05%+5,07613F-HRTimeline
Perennial Investment Advisors, LLC21,556$1.59M0.18%+11,27613F-HRTimeline
Comprehensive Financial Planning, Inc./…21,218$1.57M1.52%+16,97413F-HRTimeline
Fermata Advisors, LLC21,205$1.56M0.28%+1,37513F-HRTimeline
Schneider Downs Wealth Management Advis…21,070$1.55M0.28%+6,33913F-HRTimeline
Sanctuary Advisors, LLC20,979$1.55M0.01%+4,46813F-HRTimeline
NIXON PEABODY TRUST CO20,011$1.48M0.13%new13F-HRTimeline
Fortis Group Advisors, LLC18,932$1.4M0.27%+15,97213F-HRTimeline
IFG Advisory, LLC18,875$1.39M0.08%+2,10813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,463$1.36M<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.16,937$1.25M0.04%+5,60613F-HRTimeline
Sigma Planning Corp16,308$1.2M0.04%-1,69013F-HRTimeline
Cambridge Advisors Inc.16,285$1.2M0.26%+61513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,200$1.2M<0.01%-21,70013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,857$1.17M0.05%+5,13013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.15,420$1.14M0.01%+2,50013F-HRTimeline
Carnegie Investment Counsel16,923$1.13M0.03%+29913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,029$1.11M0.02%+10,97813F-HRTimelineGroup
3Chopt Investment Partners, LLC14,865$1.1M0.29%+21213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,454$1.07M<0.01%new13F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC13,752$1.01M0.17%+2,12613F-HRTimeline
Clear Creek Financial Management, LLC13,676$1.01M0.1%+10,27613F-HRTimeline
Wayfinding Financial, LLC12,454$918K0.4%+2,44213F-HRTimeline
Axis Wealth Partners, LLC12,232$903K0.67%+2,86713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,730$866K0.07%+2,56813F-HRTimeline
Snowden Capital Advisors LLC11,172$824K0.03%+1,82713F-HRTimeline
SUTTON PLACE INVESTORS LLC11,072$817K0.55%+95713F-HRTimeline
OneDigital Investment Advisors LLC10,805$797K0.01%-82313F-HRTimeline
Triad Wealth Partners, LLC10,424$769K0.24%+1,44213F-HRTimeline
Cobblestone Asset Management LLC10,329$762K0.45%+2,66513F-HRTimeline
COZAD ASSET MANAGEMENT INC10,262$757K0.08%+1,19513F-HRTimeline
Clearstead Advisors, LLC10,038$741K0.01%013F-HRTimeline
Barnes Wealth Management Group, Inc9,957$735K0.47%+2,26713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,181$699K0.03%+85013F-HRTimelineGroup
VestGen Advisors, LLC9,464$698K0.03%13F-HRTimeline
Coppell Advisory Solutions LLC12,334$633K0.09%new13F-HRTimeline
Cordgrass Capital Advisors, LLC8,567$632K0.18%+4,36113F-HRTimeline
USAdvisors Wealth Management, LLC8,564$631K0.22%-25713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8,761$629K0.29%+5,07313F-HRTimeline
Farther Finance Advisors, LLC8,094$601K0.02%+4,99613F-HRTimeline
High Net Worth Advisory Group LLC8,041$593K0.17%+2,65013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,872$581K0.01%013F-HRTimelineGroup
True Vision MN LLC7,801$576K0.34%-5113F-HRTimeline
Steward Partners Investment Advisory, L…7,764$573K0.01%+1,02613F-HRTimeline
Sovran Advisors, LLC8,072$566K0.07%new13F-HRTimeline
Gateway Wealth Partners, LLC7,556$558K0.13%+2,48913F-HRTimeline
Confluence Wealth Services, Inc.7,632$547K0.03%-9713F-HRTimeline
Lakeridge Wealth Management LLC7,161$528K0.26%+3,30813F-HRTimeline
Ignite Planners, LLC6,951$527K0.1%+3,43713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC6,926$511K0.23%+83213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,827$504K<0.01%new13F-HRTimelineGroup
Greenwich Wealth Management LLC6,525$481K0.04%new13F-HRTimeline
Platform Technology Partners6,500$480K0.14%new13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC6,219$459K0.45%13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,102$450K0.01%-9,73513F-HRTimeline
Morey & Quinn Wealth Partners, LLC6,035$445K0.37%new13F-HRTimeline
WEDBUSH SECURITIES INC5,718$422K0.02%-31613F-HRTimeline
GPS Wealth Strategies Group, LLC5,472$404K0.05%-1513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,439$401K0.09%+1,51113F-HRTimeline
PRIVATE TRUST CO NA5,409$399K0.04%+55713F-HRTimeline
GeoWealth Management, LLC5,397$398K0.02%+1,03513F-HRTimeline
Robertson Stephens Wealth Management, L…5,112$377K0.01%-64013F-HRTimeline
Park Place Capital Corp5,107$377K0.1%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,102$376K0.18%+95513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,098$376K0.03%013F-HRTimelineGroup
Heritage Wealth Management, Inc.4,974$367K0.12%new13F-HRTimeline
Advisory Services Network, LLC4,860$359K0.01%+1,46713F-HRTimeline
Kuhn & Co Investment Counsel4,808$355K0.3%-61413F-HRTimeline
NWAM LLC4,795$354K0.03%+55313F-HRTimeline
COMERICA BANK4,758$351K<0.01%+2,12713F-HRTimeline
Gladstone Institutional Advisory LLC4,656$344K0.02%+92013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,648$343K0.03%+1,51413F-HR/ATimeline
Intrua Financial, LLC4,478$330K0.05%new13F-HRTimeline
SYNOVUS FINANCIAL CORP4,446$328K<0.01%new13F-HRTimeline
FAGAN ASSOCIATES, INC.4,440$328K0.05%+48213F-HRTimeline
Cooper Financial Group4,349$321K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc4,298$317K0.02%+53813F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC4,234$312K0.19%new13F-HRTimeline
Nautilus Advisors LLC4,194$309K0.26%-45913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,117$304K<0.01%new13F-HRTimelineGroup
World Investment Advisors4,105$303K0.01%-4013F-HRTimeline
YHB Investment Advisors, Inc.4,102$303K0.03%+88413F-HRTimeline
NVWM, LLC4,000$295K0.08%+1,00013F-HRTimeline
Western Wealth Management, LLC3,963$292K0.02%+38813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,929$290K0.02%new13F-HRTimelineGroup