Home › JGRO

Who holds JGRO

J P MORGAN EXCHANGE TRADED F · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
JPMORGAN CHASE & CO11.9M$1.1B0.1%
LPL Financial LLC7.9M$776.9M0.2%
CAPTRUST FINANCIAL ADVISORS4.4M$433.7M0.7%
RAYMOND JAMES FINANCIAL INC4.1M$399.8M0.1%
AMERIPRISE FINANCIAL INC4.0M$396.6M0.1%
JONES FINANCIAL COMPANIES LLLP3.4M$318.2M0.1%
BANK OF AMERICA CORP /DE/2.5M$247.0M0.0%
COMMONWEALTH EQUITY SERVICES, LLC1.7M$169.1M0.2%
UBS Group AG1.4M$133.5M0.0%
ROYAL BANK OF CANADA1.4M$133.5M0.0%
Cetera Investment Advisers1.3M$127.6M0.1%
Janney Montgomery Scott LLC1.3M$125.3M0.2%
ENVESTNET ASSET MANAGEMENT INC1.2M$117.4M0.0%
WELLS FARGO & COMPANY/MN1.1M$110.7M0.0%
Private Advisor Group, LLC1.1M$108.0M0.5%
Northwest Financial Advisors991.3K$97.7M13.0%
OSAIC HOLDINGS, INC.923.6K$91.1M0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC867.4K$79.5M0.1%
Goldstein Advisors, LLC700.4K$69.0M6.3%
Avior Wealth Management, LLC689.0K$67.9M1.8%
Integrated Wealth Concepts LLC688.7K$67.9M0.4%
Focus Partners Wealth680.1K$67.1M0.1%
American Trust616.3K$60.8M4.7%
GGM Financial LLC610.1K$60.2M22.8%
GREAT VALLEY ADVISOR GROUP, INC.578.5K$57.0M0.9%
Provenance Wealth Advisors, LLC559.5K$55.2M5.3%
AlphaCore Capital LLC541.6K$53.4M1.0%
STIFEL FINANCIAL CORP532.6K$52.5M0.0%
Vestmark Advisory Solutions, Inc.523.8K$51.6M0.5%
STEPH & CO522.6K$51.5M13.0%
Stratos Wealth Partners, LTD.467.9K$46.1M0.5%
Berman McAleer LLC457.6K$45.1M5.2%
Bank of New York Mellon Corp437.3K$43.1M0.0%
FMR LLC420.6K$41.5M0.0%
Trust Co420.1K$41.4M3.7%
HUB Investment Partners, LLC411.4K$40.6M0.7%
Frontier Asset Management, LLC365.6K$36.0M6.5%
DAYMARK WEALTH PARTNERS, LLC364.1K$35.9M0.9%
KINTRA WEALTH, LLC327.9K$31.8M1.7%
Advantage Trust Co286.5K$28.2M9.9%
Sequoia Financial Advisors, LLC278.1K$27.4M0.1%
WealthPlan Investment Management, LLC266.0K$26.2M1.3%
MML INVESTORS SERVICES, LLC258.9K$25.5M0.1%
Aprio Wealth Management, LLC258.2K$25.5M1.3%
Crumly & Associates Inc.248.6K$24.5M4.7%
ORRSTOWN FINANCIAL SERVICES INC242.0K$23.9M3.5%
Allegheny Financial Group227.3K$22.4M2.4%
PNC FINANCIAL SERVICES GROUP, INC.223.2K$22.0M0.0%
Rockefeller Capital Management L.P.214.9K$21.2M0.0%
Arlington Financial Advisors, LLC213.6K$21.1M2.7%
Wagner Wealth Management, LLC208.3K$20.5M3.8%
Tradition Wealth Management, LLC202.5K$20.0M1.2%
CARY STREET PARTNERS FINANCIAL LLC201.0K$19.8M0.4%
Cambridge Investment Research Advisors, Inc.198.1K$19.5M0.0%
Kestra Advisory Services, LLC197.7K$19.5M0.1%
CORRECT CAPITAL WEALTH MANAGEMENT192.2K$19.0M3.3%
Sprinkle Financial Consultants LLC190.2K$18.8M7.4%
D.A. DAVIDSON & CO.174.1K$17.2M0.1%
Resolute Wealth Strategies, LLC166.5K$16.4M6.4%
&PARTNERS150.4K$14.9M0.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}