Trust for Professional Manag (JGRW): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.4%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: −$810K (−30 K shares) · bought $0 and sold $810KShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Jensen Investment ManagementReduced$14.8M0.4%−0.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of JGRW (all 13F filers)
- Jensen Investment Managementconcentrated545 KInvestment firm−30 K
- Cerity Partners110 KWealth adviser−86 K
- Bill Few Associates69 KType not verified−49 K
- Entrust Financial58 KType not verified+1,927
- Hamilton Point Investment Advisors51 KType not verified−2,673
- DMKC Advisory Services51 KType not verified−65 K
- HRT Financial49 KBank or trading desk+49 K
- Snowden Capital Advisors21 KType not verified−5,120
- Kelleher Financial Advisors18 KType not verified−46 K
- OneAscent Financial Services16 KType not verified−6,670
- Jensen Investment Managementconcentrated
- Shares
- 545 K
- Change
- −30 K
See more
- Type
- Investment firm
- Value
- $14.8M
- Shares
- 110 K
- Change
- −86 K
See more
- Type
- Wealth adviser
- Value
- $3.0M
- Bill Few Associates
- Shares
- 69 K
- Change
- −49 K
See more
- Type
- Type not verified
- Value
- $1.9M
- Entrust Financial
- Shares
- 58 K
- Change
- +1,927
See more
- Type
- Type not verified
- Value
- $1.6M
- Hamilton Point Investment Advisors
- Shares
- 51 K
- Change
- −2,673
See more
- Type
- Type not verified
- Value
- $1.4M
- DMKC Advisory Services
- Shares
- 51 K
- Change
- −65 K
See more
- Type
- Type not verified
- Value
- $1.4M
- Shares
- 49 K
- Change
- +49 K
See more
- Type
- Bank or trading desk
- Value
- $1.3M
- Shares
- 21 K
- Change
- −5,120
See more
- Type
- Type not verified
- Value
- $557K
- Kelleher Financial Advisors
- Shares
- 18 K
- Change
- −46 K
See more
- Type
- Type not verified
- Value
- $485K
- Shares
- 16 K
- Change
- −6,670
See more
- Type
- Type not verified
- Value
- $432K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗