Bank of Montreal’s JPMorgan Active Growth ETF JGRO Stock Holding History

Bank of Montreal’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	$65.6K	Sell	776 -24,321	-97%	-$2.17M	﹤0.01%	3233
2025 Q4	$2.33M	Buy	25,097 +4,251	+20%	+$398K	﹤0.01%	1591
2025 Q3	$1.95M	Buy	20,846 +3,468	+20%	+$309K	﹤0.01%	1664
2025 Q2	$1.5M	Buy	+17,378	New	+$1.35M	﹤0.01%	1705
2024 Q3	–	Sell	-58	Closed	-$4.41K	–	4055
2024 Q2	$4.41K	Buy	+58	New	+$4.11K	﹤0.01%	3734

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Bank of Montreal's JGRO Position: Q1 2026 in Review

Bank of Montreal reduced its JPMorgan Active Growth ETF (JGRO) stake by 97% in Q1 2026, selling an estimated $2.17M and leaving 776 shares worth $65.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

Bank of Montreal first reported a position in JGRO in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.33M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Bank of Montreal held 776 shares of JPMorgan Active Growth ETF worth $65.6K as of Q1 2026.
Bank of Montreal sold 24,321 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $2.17M.
JPMorgan Active Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3233 holding.
Bank of Montreal first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 5 quarters since.
Bank of Montreal's JPMorgan Active Growth ETF position peaked at $2.33M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.