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JGRO icon

Arlington Financial Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Arlington Financial 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
Q1 		$17.9M Buy
211,610
+19,074
+10% +$1.7M 2.55% 14
2025
Q4 		$17.9M Buy
192,536
+4,264
+2% +$400K 2.56% 15
2025
Q3 		$17.7M Buy
188,272
+5,963
+3% +$532K 2.6% 15
2025
Q2 		$15.7M Buy
182,309
+11,907
+7% +$926K 2.57% 15
2025
Q1 		$12.6M Buy
170,402
+1,924
+1% +$155K 2.21% 16
2024
Q4 		$13.7M Buy
168,478
+1,707
+1% +$137K 2.71% 14
2024
Q3 		$12.8M Buy
166,771
+2,452
+1% +$182K 2.63% 13
2024
Q2 		$12.3M Buy
164,319
+413
+0.3% +$29.2K 2.71% 13
2024
Q1 		$11.5M Buy
+163,906
New +$10.9M 2.53% 13

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