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 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 $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Brinker Capital Investments's JGRO Position: Q1 2026 in Review

Brinker Capital Investments reduced its JPMorgan Active Growth ETF (JGRO) stake by 39% in Q1 2026, selling an estimated $197K and leaving 3,419 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Brinker Capital Investments first reported a position in JGRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $522K in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Brinker Capital Investments held 3,419 shares of JPMorgan Active Growth ETF worth $289K as of Q1 2026.
Brinker Capital Investments sold 2,211 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $197K.
JPMorgan Active Growth ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1681 holding.
Brinker Capital Investments first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 5 quarters since.
Brinker Capital Investments's JPMorgan Active Growth ETF position peaked at $522K in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.