AssetMark Inc
JGRO icon

AssetMark Inc’s JPMorgan Active Growth ETF JGRO Stock Holding History

AssetMark Inc’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 		$45.6K Hold
463
– – ﹤0.01% 1866
2026
Q1 		$39.1K Hold
463
– – ﹤0.01% 1833
2025
Q4 		$43K Buy
463
+65
+16% +$6.09K ﹤0.01% 1769
2025
Q3 		$37.3K Hold
398
– – ﹤0.01% 1732
2025
Q2 		$34.3K Sell
398
-2
-0.5% -$155 ﹤0.01% 1667
2025
Q1 		$29.5K Sell
400
-206
-34% -$16.6K ﹤0.01% 1595
2024
Q4 		$49.1K Buy
+606
New +$48.7K ﹤0.01% 1430
2024
Q1 		– Sell
-8
Closed -$489 – 2025
2023
Q4 		$489 Buy
+8
New +$455 ﹤0.01% 1680

Other funds holding JGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

AssetMark Inc's JGRO Position: Q2 2026 in Review

AssetMark Inc held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 463 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

AssetMark Inc first reported a position in JGRO in Q4 2023 and has held it in 8 quarters since. The position peaked at $49.1K in Q4 2024. 201 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • AssetMark Inc held 463 shares of JPMorgan Active Growth ETF worth $45.6K as of Q2 2026.
  • AssetMark Inc left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
  • JPMorgan Active Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1866 holding.
  • AssetMark Inc first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • AssetMark Inc's JPMorgan Active Growth ETF position peaked at $49.1K in Q4 2024.
  • 201 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.