Cambridge Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Cambridge Advisors’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	$1.99M	Sell	20,164 -1,433	-7%	-$136K	0.34%	48
2026 Q1	$1.83M	Sell	21,597 -3,215	-13%	-$287K	0.35%	45
2025 Q4	$2.3M	Buy	24,812 +6,191	+33%	+$580K	0.44%	39
2025 Q3	$1.75M	Buy	18,621 +3,143	+20%	+$280K	0.34%	48
2025 Q2	$1.33M	Sell	15,478 -807	-5%	-$62.7K	0.28%	62
2025 Q1	$1.2M	Buy	16,285 +615	+4%	+$49.4K	0.26%	64
2024 Q4	$1.27M	Buy	+15,670	New	+$1.26M	0.28%	59

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

Cambridge Advisors's JGRO Position: Q2 2026 in Review

Cambridge Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 6.6% in Q2 2026, selling an estimated $136K and leaving 20,164 shares worth $1.99M. The position accounts for 0.34% of the portfolio, ranked #48.

Cambridge Advisors first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Cambridge Advisors held 20,164 shares of JPMorgan Active Growth ETF worth $1.99M as of Q2 2026.
Cambridge Advisors sold 1,433 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $136K.
JPMorgan Active Growth ETF made up 0.34% of Cambridge Advisors's portfolio in Q2 2026, its #48 holding.
Cambridge Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
Cambridge Advisors's JPMorgan Active Growth ETF position peaked at $2.3M in Q4 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.