JGRO — J P MORGAN EXCHANGE TRADED F
Reported value held$1.77B
Funds holding (latest)19
Sector—
Funds holding (Q2 2026)12
Institutional value$1.76B · 18.07M sh
New / Add / Cut / Exit2 / 8 / 1 / 2
Top-5 / Top-10 concentration95.6% / 99.9%
Institutional holdings change
Accumulating +229.2%
(+12.58M sh)
Institutional value change
Up +279.6%
As of Q2 2026, 12 SEC-registered investment managers reported holding JGRO (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $1.76B across 18.07M shares. That is +229.2% by share count (+12.58M shares) versus the previous quarter, while reported value moved +279.6%. Ownership is concentrated: the five largest holders account for 95.6% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 2 opened new positions, 8 added to existing stakes, 1 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 11.86M | $1.15B | 0.13% | New |
| Bank of America Corp history | 2.51M | $247.03M | 0.02% | Add |
| UBS Group AG history | 1.35M | $133.51M | 0.05% | Add |
| Wells Fargo & Co history | 1.12M | $110.66M | 0.02% | Add |
| BNY Mellon history | 437.26K | $43.11M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 420.63K | $41.47M | 0.00% | Add |
| PNC Financial Services history | 223.20K | $22.01M | 0.01% | Add |
| Morgan Stanley history | 68.86K | $6.79M | 0.00% | Add |
| D. E. Shaw & Co history | 40.96K | $4.04M | 0.00% | New |
| AQR Capital Management history | 19.80K | $1.95M | 0.00% | Add |
| Northern Trust Corp history | 10.46K | $1.03M | 0.00% | Hold |
| BlackRock Inc history | 1.42K | $139.90K | 0.00% | Reduce |
Q1 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.23M | $188.61M | 0.01% | Add |
| UBS Group AG history | 1.27M | $107.05M | 0.02% | Reduce |
| Wells Fargo & Co history | 909.71K | $76.89M | 0.01% | Add |
| BNY Mellon history | 408.56K | $34.53M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 389.61K | $32.93M | 0.00% | Add |
| PNC Financial Services history | 215.65K | $18.23M | 0.01% | Add |
| Two Sigma Investments history | 28.90K | $2.44M | 0.00% | Reduce |
| AQR Capital Management history | 12.43K | $1.05M | 0.00% | Reduce |
| Northern Trust Corp history | 10.43K | $881.54K | 0.00% | New |
| Renaissance Technologies history | 6.50K | $549.38K | 0.00% | Reduce |
| Morgan Stanley history | 6.48K | $547.86K | 0.00% | Reduce |
| BlackRock Inc history | 1.45K | $122.55K | 0.00% | Add |
Q4 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 12.94M | $1.20B | 0.17% | Add |
| Bank of America Corp history | 1.96M | $181.66M | 0.01% | Add |
| UBS Group AG history | 1.29M | $119.58M | 0.02% | Reduce |
| Wells Fargo & Co history | 532.42K | $49.41M | 0.01% | Add |
| BNY Mellon history | 469.03K | $43.53M | 0.01% | Reduce |
| Two Sigma Investments history | 414.30K | $38.45M | 0.06% | Add |
| Fidelity Management & Research (FMR) history | 382.46K | $35.49M | 0.00% | Add |
| PNC Financial Services history | 197.23K | $18.30M | 0.01% | Add |
| Morgan Stanley history | 68.03K | $6.31M | 0.00% | Add |
| Renaissance Technologies history | 19.80K | $1.84M | 0.00% | Add |
| AQR Capital Management history | 13.95K | $1.29M | 0.00% | Add |
| Citadel Advisors history | 3.25K | $301.51K | 0.00% | Reduce |
| BlackRock Inc history | 226 | $20.97K | 0.00% | Hold |
Q3 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 10.47M | $981.55M | 0.13% | Add |
| Bank of America Corp history | 1.87M | $175.15M | 0.01% | Add |
| UBS Group AG history | 1.33M | $124.71M | 0.02% | Add |
| Citadel Advisors history | 614.16K | $57.58M | 0.01% | Add |
| BNY Mellon history | 491.59K | $46.09M | 0.01% | Reduce |
| Wells Fargo & Co history | 358.98K | $33.65M | 0.01% | Add |
| PNC Financial Services history | 181.28K | $16.99M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 124.17K | $11.64M | 0.00% | Add |
| Two Sigma Investments history | 34.50K | $3.23M | 0.01% | Reduce |
| Morgan Stanley history | 15.98K | $1.50M | 0.00% | Add |
| D. E. Shaw & Co history | 14.21K | $1.33M | 0.00% | Reduce |
| Renaissance Technologies history | 11.60K | $1.09M | 0.00% | Add |
| AQR Capital Management history | 5.20K | $487.50K | 0.00% | Add |
| BlackRock Inc history | 226 | $21.19K | 0.00% | Hold |
Q2 2025 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 9.35M | $804.90M | 0.11% | Add |
| JPMorgan Chase & Co history | 9.35M | $804.90M | 0.11% | Add |
| Bank of America Corp history | 1.61M | $138.59M | 0.01% | Add |
| UBS Group AG history | 1.31M | $112.62M | 0.02% | Add |
| BNY Mellon history | 509.17K | $43.82M | 0.01% | Add |
| Two Sigma Investments history | 462.30K | $39.79M | 0.07% | New |
| Two Sigma Investments history | 462.30K | $39.79M | 0.07% | New |
| Wells Fargo & Co history | 175.00K | $15.06M | 0.00% | Add |
| PNC Financial Services history | 169.22K | $14.56M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 38.07K | $3.28M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 38.07K | $3.28M | 0.00% | Add |
| D. E. Shaw & Co history | 30.48K | $2.62M | 0.00% | Add |
| Marshall Wace history | 29.71K | $2.56M | 0.00% | New |
| Citadel Advisors history | 26.72K | $2.30M | 0.00% | Add |
| Citadel Advisors history | 26.72K | $2.30M | 0.00% | Add |
| Renaissance Technologies history | 10.10K | $869.31K | 0.00% | Reduce |
| Renaissance Technologies history | 10.10K | $869.31K | 0.00% | Reduce |
| Morgan Stanley history | 7.54K | $649.25K | 0.00% | Add |
| Morgan Stanley history | 7.54K | $649.25K | 0.00% | Add |
| Goldman Sachs Group history | 4.69K | $403.41K | 0.00% | New |
| Goldman Sachs Group history | 4.69K | $403.41K | 0.00% | New |
| AQR Capital Management history | 2.59K | $223.18K | 0.00% | New |
| BlackRock Inc history | 226 | $19.45K | 0.00% | Hold |
| BlackRock Inc history | 226 | $19.45K | 0.00% | Hold |
Q1 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 8.59M | $633.52M | 0.10% | Add |
| JPMorgan Chase & Co history | 8.59M | $633.52M | 0.10% | Add |
| Bank of America Corp history | 1.47M | $108.48M | 0.01% | Add |
| UBS Group AG history | 1.14M | $84.46M | 0.02% | Add |
| BNY Mellon history | 504.66K | $37.24M | 0.01% | New |
| PNC Financial Services history | 151.59K | $11.19M | 0.01% | Add |
| Citadel Advisors history | 18.46K | $1.36M | 0.00% | New |
| Citadel Advisors history | 18.46K | $1.36M | 0.00% | New |
| Renaissance Technologies history | 16.20K | $1.20M | 0.00% | Reduce |
| Renaissance Technologies history | 16.20K | $1.20M | 0.00% | Reduce |
| D. E. Shaw & Co history | 6.83K | $503.76K | 0.00% | New |
| Morgan Stanley history | 3.82K | $282.16K | 0.00% | Add |
| Morgan Stanley history | 3.82K | $282.16K | 0.00% | Add |
| Citigroup Inc history | 2.12K | $156.58K | 0.00% | New |
| Wells Fargo & Co history | 915 | $67.54K | 0.00% | Add |
| BlackRock Inc history | 226 | $16.68K | 0.00% | Reduce |
| BlackRock Inc history | 226 | $16.68K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 69 | $5.09K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 69 | $5.09K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 11.86M sh · $1.15B
- D. E. Shaw & Co 40.96K sh · $4.04M
Fully Exited (vs previous quarter)
- Two Sigma Investments sold 28.90K sh · $2.44M
- Renaissance Technologies sold 6.50K sh · $549.38K
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 11.86M | — | 12.94M | 10.47M | 9.35M | 8.59M | 8.54M | 1.37M | 1.08M | 1.02M | 890.51K | 752.18K | 638.29K | 652.29K | 730.62K | 500.00K |
| Bank of America Corp | 2.51M | 2.23M | 1.96M | 1.87M | 1.61M | 1.47M | 588.92K | 498.74K | 331.24K | 107.26K | — | — | — | — | — | 5 |
| UBS Group AG | 1.35M | 1.27M | 1.29M | 1.33M | 1.31M | 1.14M | 1.06M | 1.01M | 743.55K | 117.02K | 86.71K | 62.18K | 33.71K | 4.61K | — | — |
| Wells Fargo & Co | 1.12M | 909.71K | 532.42K | 358.98K | 175.00K | 915 | 67 | — | 425 | — | — | — | — | — | — | — |
| BNY Mellon | 437.26K | 408.56K | 469.03K | 491.59K | 509.17K | 504.66K | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 420.63K | 389.61K | 382.46K | 124.17K | 38.07K | 69 | — | 1 | 2 | — | 95 | — | — | — | — | — |
| PNC Financial Services | 223.20K | 215.65K | 197.23K | 181.28K | 169.22K | 151.59K | 100.03K | 63.24K | 18.70K | 100 | — | — | — | — | — | — |
| Morgan Stanley | 68.86K | 6.48K | 68.03K | 15.98K | 7.54K | 3.82K | 1.97K | 1.57K | 1.27K | 1.54K | — | — | 25 | — | — | — |
| D. E. Shaw & Co | 40.96K | — | — | 14.21K | 30.48K | 6.83K | — | 10.42K | — | — | — | — | — | — | — | — |
| AQR Capital Management | 19.80K | 12.43K | 13.95K | 5.20K | 2.59K | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 10.46K | 10.43K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 1.42K | 1.45K | 226 | 226 | 226 | 226 | 310 | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | 3.25K | 614.16K | 26.72K | 18.46K | — | 675.00K | 3.59K | 51.79K | — | 16.67K | — | 38.55K | — | — |
| Goldman Sachs Group | — | — | — | — | 4.69K | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | — | 6.50K | 19.80K | 11.60K | 10.10K | 16.20K | 37.90K | 5.10K | 14.40K | — | — | — | — | — | — | — |
| Two Sigma Investments | — | 28.90K | 414.30K | 34.50K | 462.30K | — | 84.00K | — | — | — | 19.60K | — | — | — | — | — |
| Citigroup Inc | — | — | — | — | — | 2.12K | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | — | — | — | 29.71K | — | — | 39.40K | 3.66K | 25.93K | 26.56K | — | — | — | — | — |
| Prudential Financial | — | — | — | — | — | — | — | 10.65K | 11.61K | 11.81K | 8.85K | 8.70K | 8.00K | 7.55K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details