AWM
JGRO icon

AE Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

AE Wealth Management’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
Q1 		$244K Buy
2,889
+743
+35% +$66.2K ﹤0.01% 1500
2025
Q4 		$199K Buy
2,146
+1,212
+130% +$114K ﹤0.01% 1526
2025
Q3 		$87.6K Hold
934
– – ﹤0.01% 1600
2025
Q2 		$80.4K Buy
934
+660
+241% +$51.3K ﹤0.01% 1531
2025
Q1 		$20.2K Buy
+274
New +$22K ﹤0.01% 1740

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AE Wealth Management's JGRO Position: Q1 2026 in Review

AE Wealth Management increased its JPMorgan Active Growth ETF (JGRO) stake by 35% in Q1 2026, buying an estimated $66.2K and bringing the position to 2,889 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

AE Wealth Management first reported a position in JGRO in Q1 2025 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • AE Wealth Management held 2,889 shares of JPMorgan Active Growth ETF worth $244K as of Q1 2026.
  • AE Wealth Management bought 743 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $66.2K.
  • JPMorgan Active Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1500 holding.
  • AE Wealth Management first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.