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Ascent Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Ascent Group’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 		$3.97M Sell
40,304
-2,120
-5% -$200K 0.12% 165
2026
Q1 		$3.59M Buy
42,424
+3,239
+8% +$289K 0.12% 164
2025
Q4 		$3.64M Buy
39,185
+2,647
+7% +$248K 0.12% 161
2025
Q3 		$3.43M Buy
36,538
+17,550
+92% +$1.57M 0.12% 167
2025
Q2 		$1.63M Buy
18,988
+3,131
+20% +$243K 0.06% 255
2025
Q1 		$1.17M Buy
15,857
+5,130
+48% +$412K 0.05% 310
2024
Q4 		$869K Sell
10,727
-161
-1% -$12.9K 0.07% 297
2024
Q3 		$837K Buy
10,888
+16
+0.1% +$1.19K 0.06% 309
2024
Q2 		$817K Sell
10,872
-54
-0.5% -$3.82K 0.07% 300
2024
Q1 		$767K Buy
10,926
+44
+0.4% +$2.92K 0.07% 302
2023
Q4 		$734K Buy
10,882
+2,522
+30% +$143K 0.07% 287
2023
Q3 		$465K Buy
+8,360
New +$467K 0.05% 324

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ascent Group's JGRO Position: Q2 2026 in Review

Ascent Group reduced its JPMorgan Active Growth ETF (JGRO) stake by 5% in Q2 2026, selling an estimated $200K and leaving 40,304 shares worth $3.97M. The position accounts for 0.12% of the portfolio, ranked #165.

Ascent Group first reported a position in JGRO in Q3 2023 and has held it in 12 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Ascent Group held 40,304 shares of JPMorgan Active Growth ETF worth $3.97M as of Q2 2026.
  • Ascent Group sold 2,120 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $200K.
  • JPMorgan Active Growth ETF made up 0.12% of Ascent Group's portfolio in Q2 2026, its #165 holding.
  • Ascent Group first reported a position in JPMorgan Active Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.