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Blue Investment Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Blue Investment Partners’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
2025
Q1 		– Sell
-31,041
Closed -$2.52M – 54
2024
Q4 		$2.52M Buy
31,041
+348
+1% +$28K 0.92% 25
2024
Q3 		$2.36M Buy
+30,693
New +$2.28M 0.97% 22

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Blue Investment Partners's JGRO Position: Q1 2025 in Review

Blue Investment Partners sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2025, closing a stake of 31,041 shares — an estimated $2.52M sold.

Blue Investment Partners first reported a position in JGRO in Q3 2024 and held it in 2 quarters. The position peaked at $2.52M in Q4 2024. 260 funds tracked by Wall St. Rank hold JGRO as of Q1 2025.

  • Blue Investment Partners reported no remaining JPMorgan Active Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Investment Partners sold 31,041 JPMorgan Active Growth ETF shares in Q1 2025, an estimated $2.52M.
  • Blue Investment Partners first reported a position in JPMorgan Active Growth ETF in Q3 2024 and held it in 2 quarters.
  • Blue Investment Partners's JPMorgan Active Growth ETF position peaked at $2.52M in Q4 2024.
  • 260 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2025.

Based on Blue Investment Partners's 13F filing for Q1 2025, filed 14 May 2025.