3Chopt Investment Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

3Chopt Investment Partners’s Portfolio JGRO Stock Details JGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Sell	12,820 -2,199	-15%	-$208K	0.24%	88
2026 Q1	$1.27M	Sell	15,019 -1,122	-7%	-$100K	0.29%	77
2025 Q4	$1.5M	Buy	16,141 +758	+5%	+$71K	0.34%	70
2025 Q3	$1.44M	Buy	15,383 +414	+3%	+$36.9K	0.33%	74
2025 Q2	$1.29M	Buy	14,969 +104	+0.7%	+$8.09K	0.31%	76
2025 Q1	$1.1M	Buy	14,865 +212	+1%	+$17K	0.29%	83
2024 Q4	$1.19M	Buy	14,653 +1,473	+11%	+$118K	0.41%	60
2024 Q3	$1.01M	Sell	13,180 -782	-6%	-$58K	0.36%	63
2024 Q2	$1.05M	Sell	13,962 -139	-1%	-$9.84K	0.32%	74
2024 Q1	$990K	Sell	14,101 -1,788	-11%	-$118K	0.41%	58
2023 Q4	$971K	Buy	+15,889	New	+$904K	0.36%	71

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

3Chopt Investment Partners's JGRO Position: Q2 2026 in Review

3Chopt Investment Partners reduced its JPMorgan Active Growth ETF (JGRO) stake by 15% in Q2 2026, selling an estimated $208K and leaving 12,820 shares worth $1.26M. The position accounts for 0.24% of the portfolio, ranked #88.

3Chopt Investment Partners first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

3Chopt Investment Partners held 12,820 shares of JPMorgan Active Growth ETF worth $1.26M as of Q2 2026.
3Chopt Investment Partners sold 2,199 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $208K.
JPMorgan Active Growth ETF made up 0.24% of 3Chopt Investment Partners's portfolio in Q2 2026, its #88 holding.
3Chopt Investment Partners first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
3Chopt Investment Partners's JPMorgan Active Growth ETF position peaked at $1.5M in Q4 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.