JGRO Institutional Ownership
JPMorgan Active Growth ETF
1W: +0.5%
1M: +4.5%
3M: +1.3%
YTD: +5.4%
1Y: +4.2%
3Y: +83.7%
$97.69
+1.02 (+1.06%)
Weekly Expected Move ±1.7%
$94
$96
$98
$99
$101
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JGRO
392
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
7B
Total Invested
41
New Positions
157
Increased
147
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (416 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 11,862,545 | 1.2B | -1,266,394 | -9.6% | 16Q | SEC ↗ |
| 2 | LPL Financial LLC | 7,879,633 | $770M | +577,640 | +7.9% | 15Q | SEC ↗ |
| 3 | CAPTRUST FINANCIAL ADVISORS | 4,399,109 | $430M | +106,266 | +2.5% | 13Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 4,055,025 | $396M | +729,211 | +21.9% | 7Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 4,022,127 | $393M | -646,447 | -13.8% | 9Q | SEC ↗ |
| 6 | JONES FINANCIAL COMPANIES LLLP | 3,383,745 | $331M | +453,502 | +15.5% | 10Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 2,505,634 | $245M | +274,058 | +12.3% | 10Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 1,715,615 | $168M | +146,313 | +9.3% | 16Q | SEC ↗ |
| 9 | CWM, LLC | 1,405,248 | $137M | -47,174 | -3.2% | 12Q | SEC ↗ |
| 10 | UBS Group AG | 1,354,176 | $132M | +87,671 | +6.9% | 14Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 1,353,914 | $132M | +5,384 | +0.4% | 14Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 1,294,276 | $126M | +98,070 | +8.2% | 14Q | SEC ↗ |
| 13 | Janney Montgomery Scott LLC | 1,270,516 | $124M | -287,860 | -18.5% | 15Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1,190,363 | $116M | -44,079 | -3.6% | 16Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 1,122,378 | $110M | +212,666 | +23.4% | 9Q | SEC ↗ |
| 16 | Private Advisor Group, LLC | 1,095,108 | $107M | +615,515 | +128.3% | 11Q | SEC ↗ |
| 17 | Northwest Financial Advisors | 991,333 | $97M | +985,604 | +17203.8% | 2Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 923,634 | $90M | +201,424 | +27.9% | 15Q | SEC ↗ |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 867,409 | $85M | +54,236 | +6.7% | 12Q | SEC ↗ |
| 20 | Goldstein Advisors, LLC | 700,355 | $68M | +21,965 | +3.2% | 15Q | SEC ↗ |
| 21 | Avior Wealth Management, LLC | 688,966 | $67M | -104,169 | -13.1% | 11Q | SEC ↗ |
| 22 | Integrated Wealth Concepts LLC | 688,667 | $67M | +330,674 | +92.4% | 10Q | SEC ↗ |
| 23 | Focus Partners Wealth | 680,124 | $66M | +10,718 | +1.6% | 7Q | SEC ↗ |
| 24 | American Trust | 616,315 | $60M | +12,283 | +2.0% | 9Q | SEC ↗ |
| 25 | GGM Financial LLC | 610,144 | $60M | +8,983 | +1.5% | 9Q | SEC ↗ |
| 26 | GREAT VALLEY ADVISOR GROUP, INC. | 578,497 | $57M | +28,068 | +5.1% | 9Q | SEC ↗ |
| 27 | Provenance Wealth Advisors, LLC | 559,494 | $55M | +627 | +0.1% | 8Q | SEC ↗ |
| 28 | AlphaCore Capital LLC | 541,589 | $53M | +101,949 | +23.2% | 6Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 532,643 | $52M | +10,645 | +2.0% | 15Q | SEC ↗ |
| 30 | Vestmark Advisory Solutions, Inc. | 523,837 | $51M | -52 | -0.0% | 15Q | SEC ↗ |
| 31 | STEPH & CO | 522,553 | $51M | +4,606 | +0.9% | 10Q | SEC ↗ |
| 32 | Stratos Wealth Partners, LTD. | 467,890 | $46M | +8,902 | +1.9% | 10Q | SEC ↗ |
| 33 | Berman McAleer LLC | 457,566 | $45M | +4,290 | +0.9% | 4Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 437,258 | $43M | +28,694 | +7.0% | 6Q | SEC ↗ |
| 35 | FMR LLC | 420,635 | $41M | +31,030 | +8.0% | 6Q | SEC ↗ |
| 36 | Trust Co | 420,100 | $41M | -1,766 | -0.4% | 8Q | SEC ↗ |
| 37 | HUB Investment Partners, LLC | 411,446 | $40M | +6,993 | +1.7% | 10Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 369,468 | $36M | +34 | +0.0% | 15Q | SEC ↗ |
| 39 | Frontier Asset Management, LLC | 365,563 | $36M | +8,311 | +2.3% | 14Q | SEC ↗ |
| 40 | DAYMARK WEALTH PARTNERS, LLC | 364,062 | $36M | -81,716 | -18.3% | 15Q | SEC ↗ |
| 41 | KINTRA WEALTH, LLC | 327,929 | $32M | +299,651 | +1059.7% | 2Q | SEC ↗ |
| 42 | Advantage Trust Co | 286,527 | $28M | +918 | +0.3% | 11Q | SEC ↗ |
| 43 | Sequoia Financial Advisors, LLC | 278,090 | $27M | -29,846 | -9.7% | 3Q | SEC ↗ |
| 44 | WealthPlan Investment Management, LLC | 265,976 | $26M | +22,454 | +9.2% | 5Q | SEC ↗ |
| 45 | MML INVESTORS SERVICES, LLC | 258,950 | $25M | -4,121 | -1.6% | 11Q | SEC ↗ |
| 46 | Aprio Wealth Management, LLC | 258,205 | $25M | -68,402 | -20.9% | 3Q | SEC ↗ |
| 47 | Crumly & Associates Inc. | 248,565 | $24M | -5,214 | -2.1% | 8Q | SEC ↗ |
| 48 | ORRSTOWN FINANCIAL SERVICES INC | 242,047 | $24M | +7,055 | +3.0% | 11Q | SEC ↗ |
| 49 | Allegheny Financial Group | 227,274 | $22M | +55,047 | +32.0% | 5Q | SEC ↗ |
| 50 | PNC Financial Services Group, Inc. | 223,203 | $22M | +7,557 | +3.5% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Copper Harbor Investment Advisors, | 102,595 | $10M |
| POTENTIA WEALTH | 65,922 | $6M |
| QUANTUM FINANCIAL PARTNERS LLC | 52,705 | $5M |
| IFG Advisory, LLC | 50,427 | $5M |
| D. E. Shaw & Co., Inc. | 40,957 | $4M |
| VAQUERO PRIVATE WEALTH, LTD | 34,949 | $3M |
| VIMA LLC | 32,755 | $3M |
| Global Retirement Partners, LLC | 27,537 | $3M |
| J.W. COLE ADVISORS, INC. | 22,210 | $2M |
| CIBC WORLD MARKET INC. | 20,103 | $2M |
| Providence First Trust Co | 12,795 | $1M |
| GK Wealth Management LLC | 10,644 | $1M |
| FIRST NATIONAL BANK & TRUST CO OF N | 10,502 | $1M |
| Bright Futures Wealth Management, L | 9,719 | $949K |
| COFG Advisors, LLC | 7,367 | $720K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 7,087 | $692K |
| Oak Barrel Wealth Advisory LLC | 6,268 | $612K |
| Worth Financial Advisory Group, LLC | 4,966 | $485K |
| Simplicity Wealth,LLC | 4,764 | $465K |
| HARBOR INVESTMENT ADVISORY, LLC | 4,668 | $456K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. | 100,042 | $10M |
| FOCUSED ALPHA, LLC | 50,385 | $5M |
| TWO SIGMA INVESTMENTS, LP | 28,900 | $3M |
| Ascentis Independent Advisors | 28,096 | $3M |
| B. Riley Wealth Advisors, Inc. | 18,760 | $2M |
| Vienna Asset Management LLC | 15,274 | $1M |
| Merit Financial Group, LLC | 10,950 | $1M |
| Bay Colony Advisory Group, Inc d/b/ | 10,782 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 6,500 | $635K |
| GTS SECURITIES LLC | 5,346 | $522K |
| Johnson Financial Group, LLC | 4,619 | $451K |
| OPAL CAPITAL LLC | 4,037 | $394K |
| Onyx Bridge Wealth Group LLC | 3,579 | $350K |
| Arete Wealth Advisors, LLC | 3,381 | $330K |
| Baer Investment Advisory LLC | 3,267 | $319K |
| CITADEL ADVISORS LLC | 3,249 | $317K |
| LVZ, Inc. | 3,192 | $312K |
| Soltis Investment Advisors LLC | 3,042 | $297K |
| SEGALL BRYANT & HAMILL, LLC | 2,969 | $290K |
| 626 Financial, LLC | 2,751 | $269K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Northwest Financial Advisors | +985,604 | +17203.8% | 991,333 |
| RAYMOND JAMES FINANCIAL INC | +729,211 | +21.9% | 4,055,025 |
| Private Advisor Group, LLC | +615,515 | +128.3% | 1,095,108 |
| LPL Financial LLC | +577,640 | +7.9% | 7,879,633 |
| JONES FINANCIAL COMPANIES LLLP | +453,502 | +15.5% | 3,383,745 |
| Integrated Wealth Concepts LLC | +330,674 | +92.4% | 688,667 |
| KINTRA WEALTH, LLC | +299,651 | +1059.7% | 327,929 |
| BANK OF AMERICA CORP /DE | +274,058 | +12.3% | 2,505,634 |
| WELLS FARGO & COMPANY/MN | +212,666 | +23.4% | 1,122,378 |
| OSAIC HOLDINGS, INC. | +201,424 | +27.9% | 923,634 |
| COMMONWEALTH EQUITY SERVICES, LLC | +146,313 | +9.3% | 1,715,615 |
| CAPTRUST FINANCIAL ADVISORS | +106,266 | +2.5% | 4,399,109 |
| AlphaCore Capital LLC | +101,949 | +23.2% | 541,589 |
| Cetera Investment Advisers | +98,070 | +8.2% | 1,294,276 |
| Farther Finance Advisors, LLC | +92,519 | +385.8% | 116,502 |
| UBS Group AG | +87,671 | +6.9% | 1,354,176 |
| MORGAN STANLEY | +62,376 | +962.3% | 68,858 |
| DAVENPORT & Co LLC | +59,260 | +1153.4% | 64,398 |
| Allegheny Financial Group | +55,047 | +32.0% | 227,274 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +54,236 | +6.7% | 867,409 |