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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
Q2 		$790 Hold
8
– – ﹤0.01% 666
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 $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barrett & Company's JGRO Position: Q2 2026 in Review

Barrett & Company held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 8 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Barrett & Company first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Barrett & Company held 8 shares of JPMorgan Active Growth ETF worth $790 as of Q2 2026.
  • Barrett & Company left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
  • JPMorgan Active Growth ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #666 holding.
  • Barrett & Company first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.