Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on JGRO is one-sided between 2026-Q1 and 2026-Q2: 158 added or opened and 46 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 355 tracked filers holding JGRO, 188 increased or opened the position and 161 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 2026-Q1 and 2026-Q2 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 17
- Copper Harbor Investment Advisors, LLC$10M
- POTENTIA WEALTH$6M
- QUANTUM FINANCIAL PARTNERS LLC$5M
- IFG Advisory, LLC$5M
- D. E. Shaw & Co., Inc.$4M
- VAQUERO PRIVATE WEALTH, LTD$3M
Full exits 18
- Janney Montgomery Scott LLC$132M
- CWM, LLC$119M
- HighTower Advisors, LLC$31M
- Cambridge Investment Research Advisors, Inc.$16M
- NATIXIS ADVISORS, LLC$7M
- FOCUSED ALPHA, LLC$4M
Largest adds
- LPL Financial LLC$160M
- RAYMOND JAMES FINANCIAL INC$119M
- Northwest Financial Advisors$97M
- JPMORGAN CHASE & CO$79M
- JONES FINANCIAL COMPANIES LLLP$78M
- CAPTRUST FINANCIAL ADVISORS$71M
Largest trims
- CARY STREET PARTNERS FINANCIAL LLC$25M
- Mariner, LLC$23M
- Arkadios Wealth Advisors$16M
- Patriot Financial Group Insurance Agency, LLC$4M
- Equitable Holdings, Inc.$4M
- Welch Financial Planning, LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 11,862,545 | $1.1B | 17.0% | 2026-Q2 |
| LPL Financial LLC added | 7,879,633 | $777M | 11.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 4,399,109 | $434M | 6.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,055,025 | $400M | 5.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 4,022,127 | $397M | 5.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 3,383,745 | $318M | 4.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,505,634 | $247M | 3.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,715,615 | $169M | 2.5% | 2026-Q2 |
| UBS Group AG added | 1,354,176 | $134M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,353,914 | $133M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 1,294,276 | $128M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,190,363 | $117M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,122,378 | $111M | 1.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 1,095,108 | $108M | 1.6% | 2026-Q2 |
| Northwest Financial Advisors added | 991,333 | $98M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 923,634 | $91M | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 867,409 | $80M | 1.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 727,558 | $72M | 1.1% | 2026-Q2 |
| Goldstein Advisors, LLC added | 700,355 | $69M | 1.0% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 688,966 | $68M | 1.0% | 2026-Q2 |
| Focus Partners Wealth added | 680,124 | $67M | 1.0% | 2026-Q2 |
| American Trust added | 616,315 | $61M | 0.9% | 2026-Q2 |
| GGM Financial LLC added | 610,144 | $60M | 0.9% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 578,497 | $57M | 0.8% | 2026-Q2 |
| Provenance Wealth Advisors, LLC added | 559,494 | $55M | 0.8% | 2026-Q2 |
| AlphaCore Capital LLC added | 541,589 | $53M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 532,643 | $53M | 0.8% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 523,837 | $52M | 0.8% | 2026-Q2 |
| STEPH & CO added | 522,553 | $52M | 0.8% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 467,890 | $46M | 0.7% | 2026-Q2 |
| Berman McAleer LLC added | 457,566 | $45M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 437,258 | $43M | 0.6% | 2026-Q2 |
| FMR LLC added | 420,635 | $41M | 0.6% | 2026-Q2 |
| Trust Co trimmed | 420,100 | $41M | 0.6% | 2026-Q2 |
| HUB Investment Partners, LLC added | 411,446 | $41M | 0.6% | 2026-Q2 |
| Frontier Asset Management, LLC added | 365,563 | $36M | 0.5% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 364,062 | $36M | 0.5% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 327,929 | $32M | 0.5% | 2026-Q2 |
| Advantage Trust Co added | 286,527 | $28M | 0.4% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 278,090 | $27M | 0.4% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 265,976 | $26M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 258,950 | $26M | 0.4% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 258,205 | $25M | 0.4% | 2026-Q2 |
| Crumly & Associates Inc. trimmed | 248,565 | $25M | 0.4% | 2026-Q2 |
| ORRSTOWN FINANCIAL SERVICES INC added | 242,047 | $24M | 0.4% | 2026-Q2 |
| Allegheny Financial Group added | 227,274 | $22M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 223,203 | $22M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 214,888 | $21M | 0.3% | 2026-Q2 |
| Arlington Financial Advisors, LLC added | 213,622 | $21M | 0.3% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 208,278 | $21M | 0.3% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 202,549 | $20M | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 200,994 | $20M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 197,676 | $19M | 0.3% | 2026-Q2 |
| CORRECT CAPITAL WEALTH MANAGEMENT trimmed | 192,236 | $19M | 0.3% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 190,225 | $19M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 174,149 | $17M | 0.3% | 2026-Q2 |
| Resolute Wealth Strategies, LLC added | 166,483 | $16M | 0.2% | 2026-Q2 |
| &PARTNERS added | 150,380 | $15M | 0.2% | 2026-Q2 |
| Foundry Financial Group, Inc. added | 141,695 | $14M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 124,022 | $12M | 0.2% | 2026-Q2 |
| Venture Visionary Partners LLC added | 118,915 | $12M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 116,502 | $11M | 0.2% | 2026-Q2 |
| Strategic Financial Concepts, LLC added | 113,876 | $11M | 0.2% | 2026-Q2 |
| Greenbush Financial Group, LLC added | 110,373 | $11M | 0.2% | 2026-Q2 |
| PENOBSCOT WEALTH MANAGEMENT trimmed | 106,960 | $11M | 0.2% | 2026-Q2 |
| LexAurum Advisors, LLC added | 103,517 | $10M | 0.2% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 102,595 | $10M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 101,930 | $10M | 0.1% | 2026-Q2 |
| Beaumont Financial Advisors, LLC trimmed | 98,027 | $10M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 93,692 | $9M | 0.1% | 2026-Q2 |
| MN Wealth Advisors, LLC trimmed | 88,130 | $9M | 0.1% | 2026-Q2 |
| Aurdan Capital Management, LLC added | 88,063 | $9M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 87,995 | $9M | 0.1% | 2026-Q2 |
| Selby Wealth Management, LLC trimmed | 87,222 | $9M | 0.1% | 2026-Q2 |
| Guided Capital Wealth Management, LLC added | 86,934 | $9M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 85,761 | $8M | 0.1% | 2026-Q2 |
| KEYVANTAGE WEALTH, LLC trimmed | 83,692 | $8M | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 83,369 | $8M | 0.1% | 2026-Q2 |
| Welch Financial Planning, LLC trimmed | 83,186 | $8M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 75,008 | $7M | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 68,988 | $7M | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 68,858 | $7M | 0.1% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC added | 68,401 | $7M | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors added | 67,891 | $7M | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 67,678 | $7M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 67,613 | $7M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 66,222 | $7M | 0.1% | 2026-Q2 |
| POTENTIA WEALTH new | 65,922 | $6M | 0.1% | 2026-Q2 |
| Merited Wealth, LLC added | 64,580 | $6M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 64,398 | $6M | 0.1% | 2026-Q2 |
| Alpha Advisors, LLC/VA trimmed | 60,633 | $6M | 0.1% | 2026-Q2 |
| Echo Wealth Management, LLC added | 60,403 | $6M | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 59,319 | $6M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 57,949 | $6M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 57,524 | $6M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 56,826 | $6M | 0.1% | 2026-Q2 |
| Argent Trust Co added | 56,759 | $6M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 55,792 | $6M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 54,312 | $5M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 53,570 | $5M | 0.1% | 2026-Q2 |
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.