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 Q2	$21.1M	Buy	213,622 +2,012	+1%	+$190K	2.67%	14
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 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

Arlington Financial Advisors's JGRO Position: Q2 2026 in Review

Arlington Financial Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 0.95% in Q2 2026, buying an estimated $190K and bringing the position to 213,622 shares worth $21.1M. The position accounts for 2.67% of the portfolio, ranked #14.

Arlington Financial Advisors first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Arlington Financial Advisors held 213,622 shares of JPMorgan Active Growth ETF worth $21.1M as of Q2 2026.
Arlington Financial Advisors bought 2,012 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $190K.
JPMorgan Active Growth ETF made up 2.67% of Arlington Financial Advisors's portfolio in Q2 2026, its #14 holding.
Arlington Financial Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.