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Barrett & Company’s JPMorgan Active Growth ETF JGRO Stock Holding History

Barrett & Company’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 		$677 Hold
8
– – ﹤0.01% 623
2025
Q4 		$744 Buy
+8
New +$750 ﹤0.01% 629

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

Barrett & Company's JGRO Position: Q1 2026 in Review

Barrett & Company held its JPMorgan Active Growth ETF (JGRO) position steady in Q1 2026 at 8 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Barrett & Company first reported a position in JGRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $744 in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Barrett & Company held 8 shares of JPMorgan Active Growth ETF worth $677 as of Q1 2026.
  • Barrett & Company left its JPMorgan Active Growth ETF share count unchanged in Q1 2026.
  • JPMorgan Active Growth ETF made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #623 holding.
  • Barrett & Company first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Barrett & Company's JPMorgan Active Growth ETF position peaked at $744 in Q4 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.