Allegheny Financial Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Allegheny Financial Group’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	$22.4M	Buy	227,274 +55,047	+32%	+$5.21M	2.38%	10
2026 Q1	$14.6M	Buy	172,227 +69,899	+68%	+$6.23M	1.96%	14
2025 Q4	$9.5M	Buy	102,328 +33,218	+48%	+$3.11M	1.41%	17
2025 Q3	$6.48M	Buy	69,110 +57,241	+482%	+$5.11M	1.21%	16
2025 Q2	$1.02M	Buy	+11,869	New	+$923K	0.23%	88
2025 Q1	–	Sell	-2,883	Closed	-$234K	–	241
2024 Q4	$234K	Buy	+2,883	New	+$232K	0.06%	202

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

Allegheny Financial Group's JGRO Position: Q2 2026 in Review

Allegheny Financial Group increased its JPMorgan Active Growth ETF (JGRO) stake by 32% in Q2 2026, buying an estimated $5.21M and bringing the position to 227,274 shares worth $22.4M. The position accounts for 2.38% of the portfolio, ranked #10.

Allegheny Financial Group first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Allegheny Financial Group held 227,274 shares of JPMorgan Active Growth ETF worth $22.4M as of Q2 2026.
Allegheny Financial Group bought 55,047 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $5.21M.
JPMorgan Active Growth ETF made up 2.38% of Allegheny Financial Group's portfolio in Q2 2026, its #10 holding.
Allegheny Financial Group first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.