Who owns JGRO (JGRO)
Which tracked institutional funds hold JGRO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JGRO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
57 tracked funds added or opened JGRO while 104 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JGRO’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.4pp gap the other way — the median holder sizes JGRO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JGRO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 351 tracked filers holding JGRO, 214 increased or opened the position and 135 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JGRO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10M
- LexAurum Advisors, LLC$7M
- NorthCrest Asset Manangement, LLC$4M
- TBH Global Asset Management, LLC$4M
- KINTRA WEALTH, LLC$2M
- Ascentis Independent Advisors$2M
Full exits 8
- MENORA MIVTACHIM HOLDINGS LTD.$9M
- IFG Advisory, LLC$4M
- Global Retirement Partners, LLC$2M
- ORG Partners LLC$2M
- J.W. COLE ADVISORS, INC.$2M
- B. Riley Wealth Advisors, Inc.$2M
Largest adds
- RAYMOND JAMES FINANCIAL INC$67M
- Cetera Investment Advisers$51M
- WELLS FARGO & COMPANY/MN$27M
- Integrated Wealth Concepts LLC$20M
- Arkadios Wealth Advisors$16M
- JONES FINANCIAL COMPANIES LLLP$10M
Largest trims
- JPMORGAN CHASE & CO$131M
- CORRECT CAPITAL WEALTH MANAGEMENT$54M
- AMERIPRISE FINANCIAL INC$36M
- TWO SIGMA INVESTMENTS, LP$36M
- LPL Financial LLC$25M
- Beaumont Financial Advisors, LLC$25M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 13,128,939 | $1.1B | 18.2% | 2026-Q1 |
| LPL Financial LLC added | 7,301,993 | $617M | 10.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 4,668,574 | $395M | 6.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 4,292,843 | $363M | 6.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,325,814 | $281M | 4.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,930,243 | $240M | 4.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,231,576 | $189M | 3.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,569,302 | $133M | 2.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 1,558,376 | $132M | 2.2% | 2026-Q1 |
| CWM, LLC trimmed | 1,405,248 | $119M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,348,530 | $114M | 1.9% | 2026-Q1 |
| UBS Group AG trimmed | 1,266,505 | $107M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,234,442 | $104M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 1,196,206 | $101M | 1.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 909,712 | $77M | 1.3% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 793,135 | $67M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 813,173 | $66M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 722,210 | $61M | 1.0% | 2026-Q1 |
| Goldstein Advisors, LLC added | 678,390 | $57M | 1.0% | 2026-Q1 |
| Focus Partners Wealth added | 669,406 | $57M | 1.0% | 2026-Q1 |
| American Trust added | 604,032 | $51M | 0.9% | 2026-Q1 |
| GGM Financial LLC added | 601,161 | $51M | 0.9% | 2026-Q1 |
| Provenance Wealth Advisors, LLC trimmed | 558,867 | $47M | 0.8% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 550,429 | $47M | 0.8% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 524,474 | $44M | 0.8% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 523,889 | $44M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 521,998 | $44M | 0.8% | 2026-Q1 |
| STEPH & CO added | 517,947 | $44M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 479,593 | $41M | 0.7% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 458,988 | $39M | 0.7% | 2026-Q1 |
| Berman McAleer LLC added | 453,276 | $38M | 0.7% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 445,778 | $38M | 0.6% | 2026-Q1 |
| AlphaCore Capital LLC added | 439,640 | $37M | 0.6% | 2026-Q1 |
| Trust Co added | 421,866 | $36M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 408,564 | $35M | 0.6% | 2026-Q1 |
| HUB Investment Partners, LLC added | 404,453 | $34M | 0.6% | 2026-Q1 |
| FMR LLC added | 389,605 | $33M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 369,434 | $31M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 357,993 | $30M | 0.5% | 2026-Q1 |
| Frontier Asset Management, LLC added | 357,252 | $30M | 0.5% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 326,607 | $28M | 0.5% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 307,936 | $26M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 296,242 | $25M | 0.4% | 2026-Q1 |
| Advantage Trust Co added | 285,609 | $24M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 263,071 | $22M | 0.4% | 2026-Q1 |
| Crumly & Associates Inc. trimmed | 253,779 | $21M | 0.4% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 243,522 | $21M | 0.4% | 2026-Q1 |
| ORRSTOWN FINANCIAL SERVICES INC added | 234,992 | $20M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 215,646 | $18M | 0.3% | 2026-Q1 |
| Arlington Financial Advisors, LLC added | 211,610 | $18M | 0.3% | 2026-Q1 |
| CORRECT CAPITAL WEALTH MANAGEMENT trimmed | 208,215 | $18M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 200,501 | $17M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 196,395 | $17M | 0.3% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 195,610 | $17M | 0.3% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 194,940 | $16M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 194,490 | $16M | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors added | 193,170 | $16M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 183,169 | $15M | 0.3% | 2026-Q1 |
| Sprinkle Financial Consultants LLC added | 181,868 | $15M | 0.3% | 2026-Q1 |
| Allegheny Financial Group added | 172,227 | $15M | 0.2% | 2026-Q1 |
| Resolute Wealth Strategies, LLC added | 160,789 | $14M | 0.2% | 2026-Q1 |
| &PARTNERS added | 145,063 | $12M | 0.2% | 2026-Q1 |
| Welch Financial Planning, LLC added | 138,201 | $12M | 0.2% | 2026-Q1 |
| Foundry Financial Group, Inc. added | 136,156 | $12M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 124,022 | $10M | 0.2% | 2026-Q1 |
| Venture Visionary Partners LLC trimmed | 114,663 | $10M | 0.2% | 2026-Q1 |
| MN Wealth Advisors, LLC trimmed | 109,585 | $9M | 0.2% | 2026-Q1 |
| PENOBSCOT WEALTH MANAGEMENT added | 107,844 | $9M | 0.2% | 2026-Q1 |
| Greenbush Financial Group, LLC trimmed | 105,696 | $9M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 98,963 | $9M | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 99,912 | $8M | 0.1% | 2026-Q1 |
| Beaumont Financial Advisors, LLC trimmed | 99,246 | $8M | 0.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 98,750 | $8M | 0.1% | 2026-Q1 |
| KEYVANTAGE WEALTH, LLC trimmed | 97,918 | $8M | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 96,143 | $8M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 90,704 | $8M | 0.1% | 2026-Q1 |
| Selby Wealth Management, LLC trimmed | 87,689 | $7M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 86,814 | $7M | 0.1% | 2026-Q1 |
| Guided Capital Wealth Management, LLC trimmed | 86,474 | $7M | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 85,415 | $7M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 80,303 | $7M | 0.1% | 2026-Q1 |
| LexAurum Advisors, LLC added | 80,199 | $7M | 0.1% | 2026-Q1 |
| Alpha Advisors, LLC/VA trimmed | 78,801 | $7M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 78,212 | $7M | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 76,009 | $6M | 0.1% | 2026-Q1 |
| Aurdan Capital Management, LLC added | 75,919 | $6M | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 74,854 | $6M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 74,164 | $6M | 0.1% | 2026-Q1 |
| Formidable Asset Management, LLC added | 66,749 | $6M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 68,523 | $6M | 0.1% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 67,440 | $6M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 64,984 | $5M | 0.1% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC trimmed | 64,521 | $5M | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC added | 63,750 | $5M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 64,023 | $5M | 0.1% | 2026-Q1 |
| Sterling Financial Group, Inc. trimmed | 339,850 | $32M | 0.5% | 2025-Q3 stale |
| Ferguson Shapiro LLC added | 157,490 | $12M | 0.2% | 2025-Q1 stale |
| MENORA MIVTACHIM HOLDINGS LTD. added | 100,042 | $9M | 0.2% | 2025-Q4 stale |
| Good Life Advisors, LLC added | 99,003 | $9M | 0.1% | 2025-Q2 stale |
| Brookwood Investment Group LLC new | 74,277 | $5M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.