American Trust’s JPMorgan Active Growth ETF JGRO Stock Holding History

American Trust’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	$60.8M	Buy	616,315 +12,283	+2%	+$1.16M	4.68%	5
2026 Q1	$51.1M	Buy	604,032 +29,081	+5%	+$2.59M	4.51%	5
2025 Q4	$53.4M	Sell	574,951 -58,830	-9%	-$5.51M	4.49%	4
2025 Q3	$59.4M	Buy	633,781 +178,598	+39%	+$15.9M	5.02%	3
2025 Q2	$39.2M	Buy	455,183 +28,033	+7%	+$2.18M	3.69%	7
2025 Q1	$31.5M	Sell	427,150 -188,254	-31%	-$15.1M	7.77%	3
2024 Q4	$49.9M	Sell	615,404 -73,941	-11%	-$5.94M	3.8%	7
2024 Q3	$53M	Sell	689,345 -6,056	-0.9%	-$449K	4.37%	8
2024 Q2	$52.3M	Buy	+695,401	New	+$49.2M	4.28%	8

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

American Trust's JGRO Position: Q2 2026 in Review

American Trust increased its JPMorgan Active Growth ETF (JGRO) stake by 2% in Q2 2026, buying an estimated $1.16M and bringing the position to 616,315 shares worth $60.8M. The position accounts for 4.68% of the portfolio, ranked #5.

American Trust first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

American Trust held 616,315 shares of JPMorgan Active Growth ETF worth $60.8M as of Q2 2026.
American Trust bought 12,283 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.16M.
JPMorgan Active Growth ETF made up 4.68% of American Trust's portfolio in Q2 2026, its #5 holding.
American Trust first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.