Advantage Trust Company’s JPMorgan Active Growth ETF JGRO Stock Holding History

Advantage Trust Company’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	$28.2M	Buy	286,527 +918	+0.3%	+$86.8K	9.94%	2
2026 Q1	$24.1M	Buy	285,609 +7,734	+3%	+$689K	10.82%	2
2025 Q4	$25.8M	Buy	277,875 +2,793	+1%	+$262K	11.62%	2
2025 Q3	$25.8M	Buy	275,082 +2,103	+0.8%	+$188K	11.65%	1
2025 Q2	$23.5M	Buy	272,979 +864	+0.3%	+$67.2K	11.57%	1
2025 Q1	$20.1M	Sell	272,115 -10,865	-4%	-$874K	12.17%	1
2024 Q4	$22.9M	Buy	282,980 +19,071	+7%	+$1.53M	13.49%	1
2024 Q3	$20.3M	Sell	263,909 -5,732	-2%	-$425K	13.78%	1
2024 Q2	$20.3M	Buy	269,641 +6,282	+2%	+$445K	14.55%	1
2024 Q1	$18.5M	Buy	263,359 +298	+0.1%	+$19.7K	13.63%	1
2023 Q4	$16.1M	Buy	+263,061	New	+$15M	12.66%	1

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

Advantage Trust Company's JGRO Position: Q2 2026 in Review

Advantage Trust Company increased its JPMorgan Active Growth ETF (JGRO) stake by 0.32% in Q2 2026, buying an estimated $86.8K and bringing the position to 286,527 shares worth $28.2M. The position accounts for 9.94% of the portfolio, ranked #2.

Advantage Trust Company first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Advantage Trust Company held 286,527 shares of JPMorgan Active Growth ETF worth $28.2M as of Q2 2026.
Advantage Trust Company bought 918 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $86.8K.
JPMorgan Active Growth ETF made up 9.94% of Advantage Trust Company's portfolio in Q2 2026, its #2 holding.
Advantage Trust Company first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.