Funds holding JPMorgan Active Growth ETF
ISIN US46654Q6098 · United States · LEI 5493001E1K1DVWDV2464
- Fund holders
- 7
- Of which ETFs
- 4 3 other funds
- Value held
- 648.2M $
This issuer has other securities: J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46654Q7401), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46641Q1673), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46641Q3992), Jpmorgan Core Plus Bond Etf (US46641Q6706), JPMorgan International Research Enhanced Equity ETF (US46641Q1343), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46654Q6171), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46641Q3323), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46654Q5751), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46654Q7161), JPMorgan Small & Mid Cap Enhanced Equity ETF (US46641Q1186)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 2,429,005 | 239.5M $ | 10.48 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 2,073,782 | 204.5M $ | 5.54 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 1,552,725 | 153.1M $ | 8.10 % | as of Jun 30, 2026 ↗ |
| JNL Growth ETF Allocation Fund JNL Series Trust | 243,740 | 24M $ | 5.08 % | as of Jun 30, 2026 ↗ |
| JNL Moderate Growth ETF Allocation Fund JNL Series Trust | 130,526 | 12.9M $ | 3.34 % | as of Jun 30, 2026 ↗ |
| Frontier Asset U.S. Large Cap Equity ETF ADVISORS' INNER CIRCLE FUND II | 93,330 | 8.6M $ | 10.66 % | as of Jul 31, 2026 ↗ |
| JNL Moderate ETF Allocation Fund JNL Series Trust | 58,088 | 5.7M $ | 2.30 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Frontier Asset U.S. Large Cap Equity ETF ADVISORS' INNER CIRCLE FUND II | 10.66 % | as of Jul 31, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 10.48 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 8.10 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 5.54 % | as of Jun 30, 2026 ↗ |
| JNL Growth ETF Allocation Fund JNL Series Trust | 5.08 % | as of Jun 30, 2026 ↗ |
| JNL Moderate Growth ETF Allocation Fund JNL Series Trust | 3.34 % | as of Jun 30, 2026 ↗ |
| JNL Moderate ETF Allocation Fund JNL Series Trust | 2.30 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 7 | 0 | 6,581,196 | -6.8 % |
| 2026Q2 | 7 | 0 | 7,062,289 | -4.1 % |
| 2026Q1 | 7 | 0 | 7,360,403 | +16.9 % |
| 2025Q4 | 7 | 0 | 6,296,266 | -6.0 % |
| 2025Q3 | 7 | 0 | 6,699,999 | -5.3 % |
| 2025Q2 | 7 | +3 | 7,073,298 | -2.2 % |
| 2025Q1 | 4 | +3 | 7,231,897 | +6,574,351.8 % |
| 2024Q2 | 1 | 110 |
Institutional managers
351 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| JPMORGAN CHASE & CO | 13,128,939 | 1.1B $ | as of Mar 31, 2026 |
| LPL Financial LLC | 7,301,993 | 617.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 4,668,574 | 394.5M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 4,292,843 | 362.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 3,325,814 | 281.1M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 2,930,243 | 240.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,231,576 | 188.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,569,302 | 132.6M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 1,558,376 | 131.7K $ | as of Mar 31, 2026 |
| CWM, LLC | 1,405,248 | 118.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,348,530 | 114M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,266,505 | 107M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,234,442 | 104.3M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 1,196,206 | 101.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 909,712 | 76.9M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 813,173 | 65.7M $ | as of Mar 31, 2026 |
| Avior Wealth Management, LLC | 793,135 | 67M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 722,210 | 61M $ | as of Mar 31, 2026 |
| Goldstein Advisors, LLC | 678,390 | 57.3M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 669,406 | 56.6M $ | as of Mar 31, 2026 |
| American Trust | 604,032 | 51.1M $ | as of Mar 31, 2026 |
| GGM Financial LLC | 601,161 | 50.8M $ | as of Mar 31, 2026 |
| Provenance Wealth Advisors, LLC | 558,867 | 47.2M $ | as of Mar 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | 550,429 | 46.5M $ | as of Mar 31, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | 524,474 | 44.3M $ | as of Mar 31, 2026 |
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Titelia. "Funds holding JPMorgan Active Growth ETF". https://titelia.com/en/stocks/jpmorgan-active-growth-etf-US46654Q6098