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JGRO icon

AlphaCore Capital’s JPMorgan Active Growth ETF JGRO Stock Holding History

AlphaCore Capital’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 		$37.2M Buy
439,640
+94,343
+27% +$8.41M 0.88% 28
2025
Q4 		$32M Buy
345,297
+20,619
+6% +$1.93M 0.71% 34
2025
Q3 		$30.4M Buy
324,678
+15,692
+5% +$1.4M 1.02% 21
2025
Q2 		$26.6M Buy
308,986
+125,950
+69% +$9.79M 1.01% 21
2025
Q1 		$13.5M Buy
+183,036
New +$14.7M 1.15% 17

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

AlphaCore Capital's JGRO Position: Q1 2026 in Review

AlphaCore Capital increased its JPMorgan Active Growth ETF (JGRO) stake by 27% in Q1 2026, buying an estimated $8.41M and bringing the position to 439,640 shares worth $37.2M. The position accounts for 0.88% of the portfolio, ranked #28.

AlphaCore Capital 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.

  • AlphaCore Capital held 439,640 shares of JPMorgan Active Growth ETF worth $37.2M as of Q1 2026.
  • AlphaCore Capital bought 94,343 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $8.41M.
  • JPMorgan Active Growth ETF made up 0.88% of AlphaCore Capital's portfolio in Q1 2026, its #28 holding.
  • AlphaCore Capital 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 AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.