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Balentine LLC’s JPMorgan Active Growth ETF JGRO Stock Holding History

Balentine LLC’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 		– Sell
-52
Closed -$4.83K – 225
2025
Q4 		$4.83K Sell
52
-262
-83% -$24.6K ﹤0.01% 216
2025
Q3 		$29.4K Buy
+314
New +$28K ﹤0.01% 212

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

Balentine LLC's JGRO Position: Q1 2026 in Review

Balentine LLC sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2026, closing a stake of 52 shares — an estimated $4.83K sold.

Balentine LLC first reported a position in JGRO in Q3 2025 and held it in 2 quarters. The position peaked at $29.4K in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Balentine LLC reported no remaining JPMorgan Active Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Balentine LLC sold 52 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $4.83K.
  • Balentine LLC first reported a position in JPMorgan Active Growth ETF in Q3 2025 and held it in 2 quarters.
  • Balentine LLC's JPMorgan Active Growth ETF position peaked at $29.4K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Balentine LLC's 13F filing for Q1 2026, filed 24 Apr 2026.