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Brookwood Investment Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Brookwood Investment Group’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
Q2 		– Sell
-74,277
Closed -$5.48M – 489
2025
Q1 		$5.48M Buy
+74,277
New +$5.97M 0.94% 19

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Brookwood Investment Group's JGRO Position: Q2 2025 in Review

Brookwood Investment Group sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2025, closing a stake of 74,277 shares — an estimated $5.48M sold.

Brookwood Investment Group first reported a position in JGRO in Q1 2025 and held it in 1 quarter. The position peaked at $5.48M in Q1 2025. 290 funds tracked by Wall St. Rank hold JGRO as of Q2 2025.

  • Brookwood Investment Group reported no remaining JPMorgan Active Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 74,277 JPMorgan Active Growth ETF shares in Q2 2025, an estimated $5.48M.
  • Brookwood Investment Group first reported a position in JPMorgan Active Growth ETF in Q1 2025 and held it in 1 quarter.
  • Brookwood Investment Group's JPMorgan Active Growth ETF position peaked at $5.48M in Q1 2025.
  • 290 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2025.

Based on Brookwood Investment Group's 13F filing for Q2 2025, filed 1 Aug 2025.