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Beaumont Financial Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Beaumont Financial Advisors’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 		$9.66M Sell
98,027
-1,219
-1% -$115K 0.62% 44
2026
Q1 		$8.39M Sell
99,246
-256,592
-72% -$22.9M 0.58% 43
2025
Q4 		$33M Buy
355,838
+758
+0.2% +$71K 2.18% 14
2025
Q3 		$33.3M Buy
355,080
+10,593
+3% +$945K 2.23% 13
2025
Q2 		$29.6M Buy
344,487
+90,671
+36% +$7.05M 2.15% 13
2025
Q1 		$18.7M Sell
253,816
-311,725
-55% -$25.1M 1.47% 23
2024
Q4 		$45.8M Sell
565,541
-41,550
-7% -$3.34M 3.44% 4
2024
Q3 		$46.7M Buy
607,091
+104,550
+21% +$7.76M 3.65% 4
2024
Q2 		$37.8M Sell
502,541
-82,987
-14% -$5.87M 3.02% 5
2024
Q1 		$41.1M Buy
585,528
+85,212
+17% +$5.65M 3.39% 4
2023
Q4 		$30.6M Buy
500,316
+126,546
+34% +$7.2M 2.79% 5
2023
Q3 		$20.1M Sell
373,770
-11,383
-3% -$636K 2.01% 15
2023
Q2 		$21.5M Buy
385,153
+332,429
+631% +$17M 1.98% 16
2023
Q1 		$2.59M Buy
52,724
+11,885
+29% +$559K 0.26% 51
2022
Q4 		$1.81M Buy
+40,839
New +$1.85M 0.18% 84

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

Beaumont Financial Advisors's JGRO Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 1.2% in Q2 2026, selling an estimated $115K and leaving 98,027 shares worth $9.66M. The position accounts for 0.62% of the portfolio, ranked #44.

Beaumont Financial Advisors first reported a position in JGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $46.7M in Q3 2024. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Beaumont Financial Advisors held 98,027 shares of JPMorgan Active Growth ETF worth $9.66M as of Q2 2026.
  • Beaumont Financial Advisors sold 1,219 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $115K.
  • JPMorgan Active Growth ETF made up 0.62% of Beaumont Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Beaumont Financial Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Beaumont Financial Advisors's JPMorgan Active Growth ETF position peaked at $46.7M in Q3 2024.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.