Aptus Capital Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Aptus Capital Advisors’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	$77K	Sell	781 -10	-1%	-$946	﹤0.01%	1306
2026 Q1	$66.9K	Sell	791 -87	-10%	-$7.76K	﹤0.01%	1232
2025 Q4	$81.5K	Buy	878 +110	+14%	+$10.3K	﹤0.01%	1216
2025 Q3	$72K	Hold	768	–	–	﹤0.01%	1173
2025 Q2	$66.1K	Hold	768	–	–	﹤0.01%	1143
2025 Q1	$56.7K	Buy	768 +37	+5%	+$2.98K	﹤0.01%	1090
2024 Q4	$59.3K	Buy	731 +63	+9%	+$5.06K	﹤0.01%	1078
2024 Q3	$51.4K	Buy	668 +172	+35%	+$12.8K	﹤0.01%	934
2024 Q2	$37.3K	Sell	496 -1,456	-75%	-$103K	﹤0.01%	925
2024 Q1	$137K	Buy	+1,952	New	+$129K	﹤0.01%	780

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

Aptus Capital Advisors's JGRO Position: Q2 2026 in Review

Aptus Capital Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 1.3% in Q2 2026, selling an estimated $946 and leaving 781 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Aptus Capital Advisors first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $137K in Q1 2024. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Aptus Capital Advisors held 781 shares of JPMorgan Active Growth ETF worth $77K as of Q2 2026.
Aptus Capital Advisors sold 10 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $946.
JPMorgan Active Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1306 holding.
Aptus Capital Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's JPMorgan Active Growth ETF position peaked at $137K in Q1 2024.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.