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Disclosery

JGRO J P MORGAN EXCHANGE TRADED F

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ACTIVE GROWTH (fund)

349 managers (352 13F filers) reported a position in JGRO shares at 2025-12-31, 68,701,573 shares in all. 42 filers opened a position and 11 filers sold out during the quarter.

Managers
349
13F filers
352
New
42
Added
190
Reduced
63
Sold out
11
Shares held by filers
68,701,573

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO12,942,682$1.2B0.08%+2,472,86513F-HRTimelineGroup
LPL Financial LLC6,922,629$642M0.18%+884,71013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,640,180$431M0.1%+417,36713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,917,245$364M0.69%+186,76213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,483,557$230M0.14%+360,64513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,306,569$214M0.07%+387,86213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,957,491$182M0.01%+89,22813F-HRTimelineGroup
Janney Montgomery Scott LLC1,590,617$148M0.34%+90,05113F-HRTimeline
CWM, LLCin group CWM, LLC1,452,422$135M0.37%-32,32313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,442,448$134M0.18%+148,91213F-HRTimeline
UBS Group AGin group UBS Group AG1,288,539$120M0.02%-41,70013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,266,241$118M0.02%+236,55513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,120,154$104M+130,040Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…861,417$80.6M0.11%+40,14713F-HRTimeline
Avior Wealth Management, LLC807,865$75M2.34%-25,81313F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT769,049$71.4M13.44%-124,65613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.768,062$71.3M0.1%-126,15713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth667,338$61.9M0.07%+22,08913F-HRTimelineGroup
Goldstein Advisors, LLC644,799$59.8M6.82%+81313F-HRTimeline
Vestmark Advisory Solutions, Inc.609,693$56.6M0.76%+58,19013F-HRTimeline
Provenance Wealth Advisors, LLC583,636$54.2M6%+140,94513F-HRTimeline
American Trust574,951$53.4M4.49%-58,83013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…566,163$52.5M1.01%+35,76113F-HRTimelineGroup
GGM Financial LLC539,190$50M24.31%+7,41513F-HRTimeline
Cetera Investment Advisers536,020$49.7M0.05%+63,98513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN532,423$49.4M0.01%+173,44413F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding516,830$48M+30,090Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP512,742$47.6M0.04%+36,43113F-HRTimelineGroup
STEPH & CO498,188$46.2M13.32%+19,67513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp469,027$43.5M0.01%-22,56613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.467,447$43.4M0.49%-2,30613F-HRTimelineGroup
Berman McAleer LLC441,743$41M5.6%+2,57513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC421,054$39.1M1.24%+47,90913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP414,300$38.4M0.06%+379,80013F-HRTimelineGroup
Private Advisor Group, LLC408,059$37.9M0.18%-85,97913F-HRTimeline
Trust Co403,269$37.4M3.51%+1,84313F-HRTimeline
FMR LLCin group FMR LLC382,465$35.5M<0.01%+258,29413F-HRTimelineGroup
HighTower Advisors, LLC358,263$33.2M0.04%+2,66513F-HRTimeline
Beaumont Financial Advisors, LLC355,838$33M2.18%+75813F-HRTimeline
AlphaCore Capital LLC345,297$32M0.72%+20,61913F-HRTimeline
MML INVESTORS SERVICES, LLC334,806$31.1M0.08%+51,06113F-HRTimeline
Sequoia Financial Advisors, LLC334,688$31.1M0.17%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC326,741$30.3M0.04%+14,58613F-HRTimelineGroup
HUB Investment Partners, LLC326,449$30.3M0.83%+7,54413F-HRTimeline
Frontier Asset Management, LLC323,181$30M6.95%+40,18013F-HRTimeline
Aprio Wealth Management, LLC313,231$29.1M1.67%new13F-HRTimeline
Crumly & Associates Inc.287,447$26.7M5.6%-51,83813F-HRTimeline
Advantage Trust Co277,875$25.8M11.62%+2,79313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…255,485$23.7M0.04%+221,07813F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding216,457$20.1M+8,974Timeline
ORRSTOWN FINANCIAL SERVICES INC215,573$20M3.34%+9,53713F-HRTimeline
Cambridge Investment Research Advisors,…204,795$19M0.05%+28,82613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…197,227$18.3M0.01%+15,95213F-HRTimelineGroup
Arlington Financial Advisors, LLC192,536$17.9M2.56%+4,26413F-HRTimeline
Venture Visionary Partners LLC191,169$17.8M0.58%-1,36013F-HRTimeline
Wagner Wealth Management, LLC188,894$17.5M3.73%+3,26113F-HRTimeline
D.A. DAVIDSON & CO.185,739$17.2M0.11%+14,78913F-HRTimeline
Tradition Wealth Management, LLC184,843$17.2M1.23%+4,98713F-HRTimeline
Sprinkle Financial Consultants LLC174,866$16.2M8.24%+36,66013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…161,880$15M1.81%13F-HRTimeline
WealthPlan Investment Management, LLC152,376$14.1M0.9%+60,63613F-HRTimeline
Resolute Wealth Strategies, LLC152,211$14.1M6.19%+6,70713F-HRTimeline
Welch Financial Planning, LLC134,424$12.5M9.09%13F-HRTimeline
Geneos Wealth Management Inc.134,204$12.5M0.3%+2,72513F-HRTimeline
Greenbush Financial Group, LLC131,875$12.2M4.16%+16,83413F-HRTimeline
MN Wealth Advisors, LLC123,247$11.4M5.78%+4,35513F-HRTimeline
NewEdge Advisors, LLC120,898$11.2M0.04%+31,68613F-HRTimeline
Foundry Financial Group, Inc.117,350$10.9M5.45%+10,41613F-HRTimeline
Integrated Wealth Concepts LLC115,100$10.7M0.13%-169,30113F-HRTimeline
KEYVANTAGE WEALTH, LLC105,983$9.84M4.21%-63,24913F-HRTimeline
Allegheny Financial Group102,328$9.5M1.41%+33,21813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT101,389$9.41M2.91%+4,50613F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.100,042$9.28M0.04%+11,19313F-HRTimelineGroup
Strategic Blueprint, LLC94,370$8.76M0.52%-1,95813F-HRTimeline
Western Wealth Management, LLC93,504$8.68M0.4%+4,96913F-HRTimeline
Guided Capital Wealth Management, LLC88,754$8.24M5.77%-3,74313F-HRTimeline
Selby Wealth Management, LLC88,439$8.21M3.31%13F-HRTimeline
Alpha Advisors, LLC/VA81,143$7.53M5.81%-6,05713F-HRTimeline
WCG Wealth Advisors LLC77,362$7.18M0.2%-12,64413F-HRTimeline
MGO ONE SEVEN LLC73,144$6.79M0.14%+4,65213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC72,360$6.72M0.06%+1,44013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC71,632$6.65M0.16%+4,51313F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC69,184$6.42M2.76%+2,99913F-HRTimeline
Perigon Wealth Management, LLC69,108$6.41M0.11%+1,81013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY68,028$6.31M<0.01%+52,04313F-HR/ATimelineGroup
Echo Wealth Management, LLC66,977$6.22M3.63%+18,16813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers66,572$6.18M0.01%+19,48913F-HRTimelineGroup
Aurdan Capital Management, LLC66,466$6.17M1.9%+10,98913F-HRTimeline
Formidable Asset Management, LLC63,953$6M0.87%+3,42613F-HRTimeline
Founders Financial Alliance, LLC64,398$5.98M1.13%+5,51413F-HRTimeline
Visionary Wealth Advisors64,273$5.96M0.27%+3,11513F-HRTimeline
FOCUSED ALPHA, LLC62,299$5.78M1.7%13F-HRTimeline
Modern Wealth Management, LLC60,591$5.62M0.1%-28913F-HRTimeline
&PARTNERS58,525$5.43M0.03%+41,03213F-HRTimeline
Eldridge Investment Advisors, Inc.57,494$5.34M1.17%+13,79413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP56,958$5.29M0.01%+12,57113F-HR/ATimelineGroup
Argent Trust Co56,577$5.25M0.18%+1,52013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…55,433$5.14M0.06%-17313F-HRTimelineGroup
Centerpoint Advisory Group55,383$5.14M3.96%-2,85913F-HRTimeline
Patriot Financial Group Insurance Agenc…49,178$4.56M0.54%+1,93013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,170$4.56M0.03%+3,67113F-HRTimelineGroup
Triad Wealth Partners, LLC49,135$4.56M0.43%+15,08413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,659$4.33M0.01%+20,35813F-HRTimelineGroup
Greenline Wealth Management LLC46,589$4.32M4.47%13F-HRTimeline
IFG Advisory, LLC46,483$4.31M0.19%+35213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…43,269$4.02M0.08%+6,81713F-HRTimelineGroup
Broadway Wealth Solutions, Inc.43,154$4M2.14%-72713F-HRTimeline
Prospera Financial Services Inc41,004$3.81M0.06%-98813F-HRTimeline
MOTCO40,237$3.73M0.34%+24313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC39,185$3.64M0.12%+2,64713F-HRTimelineGroup
5T Wealth, LLC38,210$3.55M1.42%+7,98613F-HRTimeline
Private Wealth Partners, LLC37,500$3.48M0.25%+8,40013F-HRTimeline
IHT Wealth Management, LLC36,847$3.42M0.08%+23,50513F-HRTimeline
IFP Advisors, Inc36,636$3.4M0.08%+4,76213F-HRTimeline
Empire Life Investments Inc.36,420$3.38M0.19%+2,30013F-HRTimeline
Comprehensive Financial Planning, Inc./…36,078$3.35M2.21%+1,02113F-HRTimeline
rebel Financial LLC35,998$3.34M1.43%+35,99813F-HRTimeline
Keystone Wealth Services, LLC34,409$3.19M0.67%+2,11713F-HRTimeline
Purus Wealth Management, LLC33,959$3.15M0.98%+1,62713F-HRTimeline
Kingsview Wealth Management, LLC33,326$3.09M0.04%+1,46913F-HRTimeline
Qube Research & Technologies Ltd32,599$3.03M<0.01%-13,39413F-HRTimeline
Hopwood Nicholas Hunter32,063$2.98M0.97%13F-HRTimeline
Morey & Quinn Wealth Partners, LLC31,675$2.94M2.11%+6,17613F-HRTimeline
Perennial Investment Advisors, LLC31,259$2.9M0.23%+6,11813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC30,565$2.84M0.04%-41013F-HRTimeline
Sanctuary Advisors, LLC30,536$2.83M0.02%+3,58813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,746$2.57M<0.01%-32,68613F-HRTimelineGroup
NIXON PEABODY TRUST CO27,177$2.52M0.19%-2,28613F-HRTimeline
Ashton Thomas Private Wealth, LLC26,298$2.44M0.06%+58513F-HRTimeline
Global Retirement Partners, LLC26,045$2.42M0.04%+22213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/25,097$2.33M<0.01%+4,25113F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC25,096$2.33M0.85%+2,85413F-HRTimeline
Cornerstone Wealth Management, LLC25,079$2.33M0.12%+2,90913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,053$2.32M0.12%+4,71413F-HRTimeline
Fermata Advisors, LLC25,034$2.32M0.56%+1,21613F-HRTimeline
Cambridge Advisors Inc.24,812$2.3M0.44%+6,19113F-HRTimeline
Farther Finance Advisors, LLC24,279$2.25M0.02%+2,10413F-HRTimeline
Semus Wealth Partners LLC23,638$2.19M1.18%-14813F-HRTimeline
MassMutual Private Wealth & Trust, FSB23,012$2.14M0.05%-26413F-HRTimeline
Elevation Wealth Management LLC22,992$2.13M2.05%13F-HRTimeline
SMITH, MOORE & CO.22,363$2.08M0.16%-6,80213F-HRTimeline
WBH ADVISORY INC21,910$2.03M0.15%+3,91513F-HRTimeline
ORG Partners LLC21,535$2M0.35%+9,13913F-HRTimeline
Legacy Edge Advisors, LLC21,334$1.98M0.22%+5,98813F-HRTimeline
Heritage Wealth Management, Inc.20,482$1.9M0.53%+2,29813F-HRTimeline
Cordgrass Capital Advisors, LLC19,911$1.85M0.44%+10,54413F-HRTimeline
Schneider Downs Wealth Management Advis…19,885$1.85M0.21%+2013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC19,800$1.84M<0.01%+8,20013F-HRTimeline
J.W. COLE ADVISORS, INC.19,485$1.81M0.04%+1,11213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC18,993$1.76M0.08%+20913F-HRTimeline
B. Riley Wealth Advisors, Inc.18,760$1.74M0.08%+3,57613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC17,821$1.65M0.41%+3,85013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC17,738$1.65M0.2%+1,82113F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC17,807$1.63M0.76%+4,88213F-HRTimeline
Northwest Wealth Advisors, LLC17,502$1.62M1.26%13F-HRTimeline
Clear Creek Financial Management, LLC17,489$1.62M0.13%+2,40313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,216$1.6M0.19%-2,70013F-HRTimeline
Bill Few Associates, Inc.16,946$1.57M0.39%+53613F-HRTimeline
John W. Brooker & Co., CPAs16,601$1.54M2.76%-95913F-HRTimeline
3Chopt Investment Partners, LLC16,141$1.5M0.34%+75813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …16,118$1.5M0.01%13F-HR/ATimelineGroup
Wayfinding Financial, LLC16,034$1.49M0.63%+22413F-HRTimeline
Carnegie Investment Counsel15,618$1.45M0.03%-30513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,234$1.41M0.02%+48813F-HRTimelineGroup
Oak Barrel Wealth Advisory LLC14,943$1.39M0.83%13F-HRTimeline
Merited Wealth, LLC14,831$1.38M1.28%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,949$1.29M<0.01%+8,74913F-HRTimelineGroup
Axis Wealth Partners, LLC13,748$1.28M0.7%-20513F-HRTimeline
Vienna Asset Management LLC13,108$1.22M0.69%new13F-HRTimeline
Steward Partners Investment Advisory, L…13,074$1.21M0.01%+3,48713F-HRTimeline
Cobblestone Asset Management LLC12,974$1.2M0.54%+1,82313F-HRTimeline
Snowden Capital Advisors LLC12,932$1.2M0.03%+89513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.12,483$1.16M0.44%+8,49613F-HRTimeline
ARWA LLC12,364$1.15M0.67%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…12,261$1.14M0.4%+11,41613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,247$1.14M<0.01%+18313F-HR/ATimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC12,410$1.12M0.33%+4,17213F-HRTimeline
OneDigital Investment Advisors LLC11,933$1.11M0.01%+6913F-HRTimeline
USAdvisors Wealth Management, LLC11,909$1.1M0.36%-9213F-HRTimeline
YHB Investment Advisors, Inc.11,149$1.03M0.07%+1,57013F-HRTimeline
Valmark Advisers, Inc.11,084$1.03M0.01%+1,03413F-HRTimeline
GK Wealth Management LLC10,904$1.01M0.74%new13F-HRTimeline
Composition Wealth, LLC10,900$1.01M0.01%-1813F-HRTimeline
SUTTON PLACE INVESTORS LLC10,808$1M0.55%+6313F-HRTimeline
Wealthspire Advisors, LLC10,523$977K0.01%+6,80613F-HRTimeline
Ignite Planners, LLC10,549$963K0.15%+2,70513F-HRTimeline
Summit Financial, LLC10,258$952K0.01%+1,78613F-HRTimeline
Advisory Services Network, LLC10,210$947K0.01%+3,59213F-HRTimeline
COZAD ASSET MANAGEMENT INC9,546$886K0.07%-1,10313F-HRTimeline
Gateway Wealth Partners, LLC9,461$878K0.1%+2,13813F-HRTimeline
Sovran Advisors, LLC9,434$874K0.07%+1113F-HRTimeline
High Net Worth Advisory Group LLC9,335$866K0.2%+53313F-HRTimeline
Barnes Wealth Management Group, Inc9,072$842K0.45%-54313F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,728$810K0.26%+7,31213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,538$792K0.02%-1,15713F-HRTimeline
HB Wealth Management, LLC8,221$763K<0.01%new13F-HRTimeline
Lakeridge Wealth Management LLC8,041$746K0.34%+45513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,872$731K0.01%013F-HRTimelineGroup
Confluence Wealth Services, Inc.7,672$712K0.03%-27613F-HRTimeline
Evergreen Wealth Partners LLC7,251$673K0.57%13F-HRTimeline