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Disclosery

JGRO J P MORGAN EXCHANGE TRADED F

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ACTIVE GROWTH (fund)

288 managers (291 13F filers) reported a position in JGRO shares at 2025-06-30, 56,883,564 shares in all. 45 filers opened a position and 14 filers sold out during the quarter.

Managers
288
13F filers
291
New
45
Added
157
Reduced
62
Sold out
14
Shares held by filers
56,883,564

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO9,351,704$805M0.06%+766,31513F-HRTimelineGroup
LPL Financial LLC5,512,288$474M0.16%+1,099,02013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,144,956$357M0.09%-157,13213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,634,474$313M0.7%+262,87513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,757,166$150M0.11%+812,41913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,610,252$139M0.01%+140,18813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,534,344$132M0.05%+45,50713F-HRTimelineGroup
Janney Montgomery Scott LLC1,487,290$128M0.33%+205,58213F-HRTimeline
CWM, LLCin group CWM, LLC1,434,707$123M0.44%+100,06013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,434,332$123M0.16%+250,93713F-HRTimeline
UBS Group AGin group UBS Group AG1,308,437$113M0.02%+163,86513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,100,250$94.7M1.37%+680,46013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT954,568$82.2M15.99%+121,06513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA951,812$81.9M0.02%-162,71013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding930,766$80.1M-145,873Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.850,587$73.2M0.13%+272,42913F-HR/ATimelineGroup
Avior Wealth Management, LLC849,065$73.1M2.52%+61,88013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…754,876$65.3M0.11%+440,46013F-HRTimeline
Goldstein Advisors, LLC654,261$56.3M7.57%-59,51313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth601,943$51.8M0.11%+16,57313F-HRTimelineGroup
GGM Financial LLC556,436$47.9M27.8%+23,64413F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…540,013$46.5M1.03%-116,92613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp509,168$43.8M0.01%+4,50413F-HRTimelineGroup
STEPH & CO480,283$41.3M13.41%+3,21613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.477,584$41.1M0.56%+34,48713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding470,368$40.5M+45,012Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP462,300$39.8M0.07%new13F-HRTimelineGroup
American Trust455,183$39.2M3.69%+28,03313F-HRTimeline
Trust Co402,834$34.7M3.91%-32313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP393,129$33.8M0.03%+72,14613F-HRTimelineGroup
WCG Wealth Advisors LLC378,412$32.6M2.11%+17,12713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC356,989$30.7M1.17%+32,03213F-HRTimeline
Sterling Financial Group, Inc.354,535$30.5M10.24%+2,55913F-HRTimeline
Beaumont Financial Advisors, LLC344,487$29.6M2.15%+90,67113F-HRTimeline
Crumly & Associates Inc.336,112$28.9M7.04%+53,05513F-HRTimeline
HUB Investment Partners, LLC309,405$26.6M0.93%+28,53213F-HRTimeline
AlphaCore Capital LLC308,986$26.6M1.01%+125,95013F-HRTimeline
Cetera Investment Advisers298,238$25.7M0.04%+49,98213F-HRTimeline
Mariner, LLCin group Mariner, LLC289,128$24.9M0.04%-51,86113F-HRTimelineGroup
Frontier Asset Management, LLC284,833$24.5M6.67%+89,46213F-HRTimeline
Advantage Trust Co272,979$23.5M11.57%+86413F-HRTimeline
HighTower Advisors, LLC268,109$23.1M0.03%+12,41913F-HRTimeline
Private Advisor Group, LLC247,015$21.3M0.11%+66,60313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding227,889$19.6M-26,495Timeline
MML INVESTORS SERVICES, LLC212,241$18.3M0.05%+22,41213F-HRTimeline
Venture Visionary Partners LLC208,850$18M0.68%+18,14813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC199,937$17.2M3.62%+4,05713F-HRTimeline
Wagner Wealth Management, LLC184,640$15.9M3.62%+15,30213F-HRTimeline
Arlington Financial Advisors, LLC182,309$15.7M2.57%+11,90713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN174,998$15.1M<0.01%+174,08313F-HRTimelineGroup
Provenance Wealth Advisors, LLC173,389$14.9M2.14%-198,09913F-HRTimeline
Tradition Wealth Management, LLC173,036$14.9M1.19%+5,70613F-HRTimeline
Financial Advocates Investment Manageme…172,395$14.8M1.21%-13,50613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…169,217$14.6M0.01%+17,63113F-HRTimelineGroup
STRATEGIC PLANNING GROUP, LLC164,823$14.2M2.3%-14,29413F-HRTimeline
KEYVANTAGE WEALTH, LLC164,064$14.1M6.34%+8,06513F-HRTimeline
D.A. DAVIDSON & CO.144,104$12.4M0.09%-4,56313F-HRTimeline
Cambridge Investment Research Advisors,…137,680$11.8M0.04%+15,42113F-HRTimeline
Sprinkle Financial Consultants LLC129,759$11.2M6.83%+27,31513F-HRTimeline
Geneos Wealth Management Inc.129,751$11.2M0.27%-115,36913F-HRTimeline
MN Wealth Advisors, LLC117,637$10.1M5.89%+4,69013F-HRTimeline
Integrated Wealth Concepts LLC114,391$9.85M0.1%+12,46213F-HRTimeline
Greenbush Financial Group, LLC105,408$9.07M3.95%-13,28513F-HRTimeline
Good Life Advisors, LLC99,003$8.52M0.53%+11,16113F-HRTimeline
Strategic Blueprint, LLC96,902$8.34M0.41%+3,20713F-HRTimeline
Alpha Advisors, LLC/VA91,869$7.91M6.77%-76,88513F-HRTimeline
Guided Capital Wealth Management, LLC87,618$7.54M5.81%-64013F-HRTimeline
NewEdge Advisors, LLC86,738$7.47M0.04%-9,24513F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.75,791$6.52M0.04%+26,91813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC71,280$6.14M0.08%+14,04013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC71,188$6.13M0.16%+8,94813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC64,698$5.57M0.01%new13F-HRTimelineGroup
Centerpoint Advisory Group64,239$5.53M4.8%-4,60613F-HRTimeline
Foundry Financial Group, Inc.63,512$5.47M3.11%-9413F-HRTimeline
Modern Wealth Management, LLC63,207$5.44M0.14%+78313F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP62,601$5.39M0.01%+3,87213F-HRTimelineGroup
MGO ONE SEVEN LLC60,959$5.25M0.17%+23,82813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC56,783$4.89M2.55%+3,38213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…55,281$4.76M0.07%+8,92513F-HRTimelineGroup
Perigon Wealth Management, LLC54,675$4.71M0.11%+4,67113F-HRTimeline
Visionary Wealth Advisors53,965$4.64M0.24%-8,39713F-HRTimeline
Argent Trust Co51,313$4.42M0.17%+5,44013F-HRTimeline
LexAurum Advisors, LLC50,919$4.38M0.69%+10,05313F-HRTimeline
Tyler-Stone Wealth Management50,832$4.38M0.7%-4413F-HRTimeline
Echo Wealth Management, LLC50,365$4.33M2.66%+3,25213F-HRTimeline
IFG Advisory, LLC49,781$4.28M0.22%+30,90613F-HRTimeline
Patriot Financial Group Insurance Agenc…47,644$4.1M0.47%-2,74513F-HRTimeline
Formidable Asset Management, LLC51,185$3.78M0.63%013F-HRTimeline
Prospera Financial Services Inc42,910$3.69M0.07%+1,31413F-HRTimeline
Broadway Wealth Solutions, Inc.41,413$3.56M2.22%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …40,952$3.52M0.08%+1,74813F-HRTimelineGroup
MOTCO39,605$3.5M0.33%new13F-HRTimeline
Resolute Wealth Strategies, LLC40,547$3.49M1.87%+3,03413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,770$3.42M0.03%+85413F-HRTimelineGroup
Strategic Financial Concepts, LLC38,411$3.31M0.47%+4,31613F-HRTimeline
rebel Financial LLC38,379$3.3M1.51%13F-HRTimeline
Aurdan Capital Management, LLC38,095$3.28M1.12%+7,64913F-HRTimeline
FMR LLCin group FMR LLC38,073$3.28M<0.01%+38,00413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…37,507$3.23M0.07%+14,06913F-HRTimelineGroup
IFP Advisors, Inc37,362$3.22M0.09%+5,75013F-HRTimeline
Kingsview Wealth Management, LLC33,842$2.91M0.05%+3,47213F-HRTimeline
Empire Life Investments Inc.33,000$2.84M0.18%-14,60013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC32,894$2.83M0.05%new13F-HRTimeline
Blue Oak Capital, LLC32,881$2.83M1.49%+47613F-HRTimeline
Qube Research & Technologies Ltd32,806$2.82M<0.01%+8,84513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers32,164$2.77M<0.01%+17,71013F-HRTimelineGroup
Purus Wealth Management, LLC31,990$2.75M0.96%+32713F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.30,477$2.62M<0.01%+23,65013F-HRTimelineGroup
SMITH, MOORE & CO.29,998$2.58M0.22%-47,41913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP29,707$2.56M<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…29,150$2.51M1.98%+7,93213F-HRTimeline
Triad Wealth Partners, LLC29,144$2.51M0.51%+18,72013F-HRTimeline
NIXON PEABODY TRUST CO29,053$2.5M0.19%+9,04213F-HRTimeline
Sanctuary Advisors, LLC27,339$2.35M0.01%+6,36013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,717$2.3M<0.01%+8,25413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC26,264$2.26M0.06%-20,50613F-HRTimeline
Fort Point Capital Partners LLC25,639$2.21M0.22%+1,82313F-HRTimeline
Ashton Thomas Private Wealth, LLC25,560$2.2M0.08%+13413F-HRTimeline
MassMutual Private Wealth & Trust, FSB25,525$2.2M0.06%+3,82613F-HRTimeline
Belpointe Asset Management LLC25,313$2.18M0.09%+23213F-HRTimeline
5T Wealth, LLC25,011$2.15M1.1%-58413F-HRTimeline
Perennial Investment Advisors, LLC24,891$2.14M0.21%+3,33513F-HRTimeline
Global Retirement Partners, LLC23,753$2.04M0.05%13F-HRTimeline
Semus Wealth Partners LLC23,269$2M1.3%+33613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,814$1.96M<0.01%+18,69713F-HR/ATimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…22,808$1.96M0.25%+20,45913F-HRTimeline
Keystone Wealth Services, LLC21,438$1.85M0.45%-3,49113F-HRTimeline
Private Wealth Partners, LLC21,350$1.84M0.14%-16,60513F-HRTimeline
Morey & Quinn Wealth Partners, LLC21,267$1.83M1.46%+15,23213F-HRTimeline
Fermata Advisors, LLC20,692$1.78M0.48%-51313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC20,614$1.77M0.08%-71,42813F-HRTimeline
IHT Wealth Management, LLC20,198$1.74M0.05%-6,07013F-HRTimeline
Moloney Securities Asset Management, LLC20,107$1.73M0.21%new13F-HRTimeline
Schneider Downs Wealth Management Advis…19,865$1.71M0.26%-1,20513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC18,988$1.63M0.06%+3,13113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.18,928$1.63M0.01%+3,50813F-HRTimeline
Fortis Group Advisors, LLC17,611$1.56M0.28%-1,32113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,874$1.54M<0.01%-11,45213F-HR/ATimelineGroup
Sigma Planning Corp17,591$1.51M0.05%+1,28313F-HRTimeline
John W. Brooker & Co., CPAs17,410$1.5M3.52%-87,43513F-HRTimeline
J.W. COLE ADVISORS, INC.17,427$1.5M0.03%+49013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,378$1.5M<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC16,621$1.43M0.09%new13F-HRTimeline
Carnegie Investment Counsel16,003$1.38M0.03%-92013F-HRTimeline
Bill Few Associates, Inc.15,913$1.37M0.39%new13F-HRTimeline
WBH ADVISORY INC15,860$1.37M0.12%new13F-HRTimeline
WealthPlan Investment Management, LLC15,621$1.34M0.1%new13F-HRTimeline
Wayfinding Financial, LLC15,143$1.34M0.6%+2,68913F-HRTimeline
Cambridge Advisors Inc.15,478$1.33M0.28%-80713F-HRTimeline
Clear Creek Financial Management, LLC15,219$1.31M0.12%+1,54313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,122$1.3M0.02%+9313F-HRTimelineGroup
3Chopt Investment Partners, LLC14,969$1.29M0.31%+10413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC14,643$1.26M0.18%+89113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,586$1.26M0.09%+2,85613F-HRTimeline
B. Riley Wealth Advisors, Inc.14,059$1.21M0.06%-10,83913F-HRTimeline
Atria Wealth Solutions, Inc.12,849$1.11M0.03%-14,00313F-HRTimeline
ORG Partners LLC12,977$1.1M0.24%new13F-HRTimeline
Heritage Wealth Management, Inc.12,817$1.1M0.36%+7,84313F-HRTimeline
Axis Wealth Partners, LLC12,742$1.1M0.72%+51013F-HRTimeline
Allegheny Financial Group11,869$1.02M0.23%new13F-HRTimeline
OneDigital Investment Advisors LLC11,289$972K0.01%+48413F-HRTimeline
Snowden Capital Advisors LLC11,143$959K0.03%-2913F-HRTimeline
SUTTON PLACE INVESTORS LLC11,074$953K0.57%+213F-HRTimeline
Cobblestone Asset Management LLC11,019$948K0.5%+69013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC10,546$908K0.2%+5,10713F-HRTimeline
USAdvisors Wealth Management, LLC10,427$898K0.33%+1,86313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,100$869K<0.01%-6,10013F-HRTimeline
Barnes Wealth Management Group, Inc10,053$865K0.51%+9613F-HRTimeline
Clearstead Advisors, LLC10,038$864K0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC9,661$832K0.35%+2,73513F-HRTimeline
Cordgrass Capital Advisors, LLC9,367$806K0.22%+80013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8,946$806K0.26%+18513F-HRTimeline
Farther Finance Advisors, LLC9,353$805K0.02%+1,25913F-HRTimeline
SYNOVUS FINANCIAL CORP9,192$791K0.01%+4,74613F-HRTimeline
VestGen Advisors, LLC8,949$790K0.03%-51513F-HRTimeline
COZAD ASSET MANAGEMENT INC9,173$790K0.07%-1,08913F-HR/ATimeline
Valmark Advisers, Inc.9,116$785K0.01%new13F-HRTimeline
Sovran Advisors, LLC9,124$782K0.08%+1,05213F-HRTimeline
Steward Partners Investment Advisory, L…8,767$755K0.01%+1,00313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,632$743K<0.01%-107,99113F-HRTimelineGroup
Gateway Wealth Partners, LLC8,410$724K0.14%+85413F-HRTimeline
High Net Worth Advisory Group LLC8,006$689K0.18%-3513F-HRTimeline
Confluence Wealth Services, Inc.7,968$686K0.04%+33613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,872$678K0.01%013F-HRTimelineGroup
Ignite Planners, LLC7,646$666K0.12%+69513F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY7,543$649K<0.01%+3,72013F-HRTimelineGroup
Lakeridge Wealth Management LLC7,433$640K0.29%+27213F-HRTimeline
GeoWealth Management, LLC7,183$618K0.02%+1,78613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,179$618K0.17%new13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC6,900$594K0.44%+68113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,811$586K0.25%+1,70913F-HRTimeline
AdvisorNet Financial, Inc6,715$578K0.04%+2,41713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,648$572K0.02%new13F-HRTimelineGroup
PRIVATE TRUST CO NA6,635$571K0.05%+1,22613F-HRTimeline
Platform Technology Partners6,500$559K0.15%013F-HRTimeline
WEDBUSH SECURITIES INC6,063$522K0.02%+34513F-HRTimeline
Gladstone Institutional Advisory LLC5,851$504K0.02%+1,19513F-HRTimeline
First PREMIER Bank5,543$477K0.12%new13F-HRTimeline
COMERICA BANK5,524$475K<0.01%+76613F-HRTimeline
True Vision MN LLC5,466$470K0.26%-2,33513F-HRTimeline