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

Allworth 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	$1.18K	Sell	12 -1,107	-99%	-$105K	﹤0.01%	4668
2026 Q1	$94.6K	Hold	1,119	–	–	﹤0.01%	1860
2025 Q4	$104K	Buy	1,119 +1	+0.1%	+$94	﹤0.01%	1731
2025 Q3	$105K	Hold	1,118	–	–	﹤0.01%	1661
2025 Q2	$96.2K	Hold	1,118	–	–	﹤0.01%	1565
2025 Q1	$82.2K	Hold	1,118	–	–	﹤0.01%	1330
2024 Q4	$94.9K	Buy	1,118 +120	+12%	+$9.64K	﹤0.01%	1288
2024 Q3	$76.7K	Hold	998	–	–	﹤0.01%	1203
2024 Q2	$73.6K	Buy	+998	New	+$70.6K	﹤0.01%	1200

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

Allworth Financial's JGRO Position: Q2 2026 in Review

Allworth Financial reduced its JPMorgan Active Growth ETF (JGRO) stake by 99% in Q2 2026, selling an estimated $105K and leaving 12 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4668.

Allworth Financial first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $105K in Q3 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Allworth Financial held 12 shares of JPMorgan Active Growth ETF worth $1.18K as of Q2 2026.
Allworth Financial sold 1,107 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $105K.
JPMorgan Active Growth ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4668 holding.
Allworth Financial first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
Allworth Financial's JPMorgan Active Growth ETF position peaked at $105K in Q3 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.