Advisornet Financial’s JPMorgan Active Growth ETF JGRO Stock Holding History

Advisornet Financial’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	$759K	Buy	7,697 +933	+14%	+$88.2K	0.03%	329
2026 Q1	$572K	Sell	6,764 -257	-4%	-$22.9K	0.03%	349
2025 Q4	$652K	Buy	7,021 +153	+2%	+$14.3K	0.03%	336
2025 Q3	$644K	Buy	6,868 +153	+2%	+$13.7K	0.04%	331
2025 Q2	$578K	Buy	6,715 +2,417	+56%	+$188K	0.04%	338
2025 Q1	$317K	Buy	4,298 +538	+14%	+$43.3K	0.02%	436
2024 Q4	$305K	Buy	3,760 +3,164	+531%	+$254K	0.03%	414
2024 Q3	$45.8K	Buy	596 +364	+157%	+$27K	﹤0.01%	930
2024 Q2	$17.4K	Hold	232	–	–	﹤0.01%	1140
2024 Q1	$16.3K	Buy	232 +54	+30%	+$3.58K	﹤0.01%	1142
2023 Q4	$10.9K	Hold	178	–	–	﹤0.01%	1290
2023 Q3	$9.59K	Sell	178 -52	-23%	-$2.91K	﹤0.01%	1252
2023 Q2	$12.8K	Hold	230	–	–	﹤0.01%	1248
2023 Q1	$11.3K	Buy	+230	New	+$10.8K	﹤0.01%	1265

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

Advisornet Financial's JGRO Position: Q2 2026 in Review

Advisornet Financial increased its JPMorgan Active Growth ETF (JGRO) stake by 14% in Q2 2026, buying an estimated $88.2K and bringing the position to 7,697 shares worth $759K. The position accounts for 0.03% of the portfolio, ranked #329.

Advisornet Financial first reported a position in JGRO in Q1 2023 and has held it in 14 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Advisornet Financial held 7,697 shares of JPMorgan Active Growth ETF worth $759K as of Q2 2026.
Advisornet Financial bought 933 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $88.2K.
JPMorgan Active Growth ETF made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #329 holding.
Advisornet Financial first reported a position in JPMorgan Active Growth ETF in Q1 2023 and has held it in 14 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.