Capital Analysts LLC’s JPMorgan Active Growth ETF JGRO Stock Holding History

Capital Analysts LLC’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	$170K	Buy	1,729 +435	+34%	+$41.1K	﹤0.01%	727
2026 Q1	$109K	Sell	1,294 -512	-28%	-$45.6K	﹤0.01%	779
2025 Q4	$168K	Buy	1,806 +32	+2%	+$3K	﹤0.01%	651
2025 Q3	$166K	Sell	1,774 -346	-16%	-$30.9K	﹤0.01%	620
2025 Q2	$182K	Buy	2,120 +1,420	+203%	+$110K	0.01%	559
2025 Q1	$52K	Buy	+700	New	+$56.3K	﹤0.01%	779

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

Capital Analysts LLC's JGRO Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Active Growth ETF (JGRO) stake by 34% in Q2 2026, buying an estimated $41.1K and bringing the position to 1,729 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Capital Analysts LLC first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $182K in Q2 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Capital Analysts LLC held 1,729 shares of JPMorgan Active Growth ETF worth $170K as of Q2 2026.
Capital Analysts LLC bought 435 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $41.1K.
JPMorgan Active Growth ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #727 holding.
Capital Analysts LLC first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
Capital Analysts LLC's JPMorgan Active Growth ETF position peaked at $182K in Q2 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.