Benjamin Edwards Inc’s JPMorgan Active Growth ETF JGRO Stock Holding History

Benjamin Edwards Inc’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	$1.64M	Sell	16,681 -233	-1%	-$22K	0.02%	633
2026 Q1	$1.43M	Buy	16,914 +1,680	+11%	+$150K	0.01%	644
2025 Q4	$1.41M	Buy	15,234 +488	+3%	+$45.7K	0.02%	604
2025 Q3	$1.38M	Sell	14,746 -376	-2%	-$33.6K	0.02%	591
2025 Q2	$1.3M	Buy	15,122 +93	+0.6%	+$7.23K	0.02%	546
2025 Q1	$1.11M	Buy	15,029 +10,978	+271%	+$883K	0.02%	545
2024 Q4	$328K	Buy	+4,051	New	+$326K	﹤0.01%	955

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Benjamin Edwards Inc's JGRO Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its JPMorgan Active Growth ETF (JGRO) stake by 1.4% in Q2 2026, selling an estimated $22K and leaving 16,681 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #633.

Benjamin Edwards Inc first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Benjamin Edwards Inc held 16,681 shares of JPMorgan Active Growth ETF worth $1.64M as of Q2 2026.
Benjamin Edwards Inc sold 233 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $22K.
JPMorgan Active Growth ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #633 holding.
Benjamin Edwards Inc first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.