JGRO · JPMorgan Active Growth ETF ETF
$94.68
+0.04 (+0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $18,546,947
Total Shares: 188,122
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
71.5%
−28.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,927
Highly concentrated−4,073
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+1
Institutional value:
+38.7%
Shares held:
+18.9%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −23,633 | 134,552 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 53,570 | $5,281,466 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group JGRO | $13,265,481 | 71.52% | 134,552 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC JGRO | $5,281,466 | 28.48% | 53,570 | Shares | 2026-08-27 |