Berman McAleer’s JPMorgan Active Growth ETF JGRO Stock Holding History

Berman McAleer’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	$45.1M	Buy	457,566 +4,290	+0.9%	+$406K	5.22%	6
2026 Q1	$38.3M	Buy	453,276 +11,533	+3%	+$1.03M	5.23%	7
2025 Q4	$41M	Buy	441,743 +2,575	+0.6%	+$241K	5.6%	6
2025 Q3	$41.2M	Buy	+439,168	New	+$39.2M	5.76%	6

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

Berman McAleer's JGRO Position: Q2 2026 in Review

Berman McAleer increased its JPMorgan Active Growth ETF (JGRO) stake by 0.95% in Q2 2026, buying an estimated $406K and bringing the position to 457,566 shares worth $45.1M. The position accounts for 5.22% of the portfolio, ranked #6.

Berman McAleer first reported a position in JGRO in Q3 2025 and has held it in 4 quarters since. 368 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Berman McAleer held 457,566 shares of JPMorgan Active Growth ETF worth $45.1M as of Q2 2026.
Berman McAleer bought 4,290 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $406K.
JPMorgan Active Growth ETF made up 5.22% of Berman McAleer's portfolio in Q2 2026, its #6 holding.
Berman McAleer first reported a position in JPMorgan Active Growth ETF in Q3 2025 and has held it in 4 quarters since.
368 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.