Atria Wealth Solutions’s JPMorgan Active Growth ETF JGRO Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.11M	Sell	12,849 -14,003	-52%	-$1.09M	0.03%	601
2025 Q1	$1.98M	Buy	26,852 +3,759	+16%	+$302K	0.02%	636
2024 Q4	$1.87M	Buy	23,093 +1,851	+9%	+$149K	0.02%	669
2024 Q3	$1.63M	Buy	21,242 +9,491	+81%	+$704K	0.02%	713
2024 Q2	$883K	Buy	+11,751	New	+$832K	0.01%	947

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's JGRO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan Active Growth ETF (JGRO) stake by 52% in Q2 2025, selling an estimated $1.09M and leaving 12,849 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #601.

Atria Wealth Solutions first reported a position in JGRO in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.98M in Q1 2025. 290 funds tracked by Wall St. Rank hold JGRO as of Q2 2025.

Atria Wealth Solutions held 12,849 shares of JPMorgan Active Growth ETF worth $1.11M as of Q2 2025.
Atria Wealth Solutions sold 14,003 JPMorgan Active Growth ETF shares in Q2 2025, an estimated $1.09M.
JPMorgan Active Growth ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #601 holding.
Atria Wealth Solutions first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 5 quarters since.
Atria Wealth Solutions's JPMorgan Active Growth ETF position peaked at $1.98M in Q1 2025.
290 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.