Brinker Capital Investments’s JPMorgan Active Growth ETF JGRO Stock Holding History

Brinker Capital Investments’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	$309K	Sell	3,136 -283	-8%	-$26.8K	﹤0.01%	1625
2026 Q1	$289K	Sell	3,419 -2,211	-39%	-$197K	﹤0.01%	1681
2025 Q4	$522K	Buy	5,630 +859	+18%	+$80.5K	﹤0.01%	1579
2025 Q3	$447K	Buy	4,771 +1,230	+35%	+$110K	﹤0.01%	1596
2025 Q2	$305K	Buy	3,541 +523	+17%	+$40.7K	﹤0.01%	1695
2025 Q1	$223K	Buy	+3,018	New	+$243K	﹤0.01%	1760

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

Brinker Capital Investments's JGRO Position: Q2 2026 in Review

Brinker Capital Investments reduced its JPMorgan Active Growth ETF (JGRO) stake by 8.3% in Q2 2026, selling an estimated $26.8K and leaving 3,136 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Brinker Capital Investments first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $522K in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Brinker Capital Investments held 3,136 shares of JPMorgan Active Growth ETF worth $309K as of Q2 2026.
Brinker Capital Investments sold 283 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $26.8K.
JPMorgan Active Growth ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1625 holding.
Brinker Capital Investments first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
Brinker Capital Investments's JPMorgan Active Growth ETF position peaked at $522K in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.