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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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Capital Analysts LLC's JGRO Position: Q1 2026 in Review

Capital Analysts LLC reduced its JPMorgan Active Growth ETF (JGRO) stake by 28% in Q1 2026, selling an estimated $45.6K and leaving 1,294 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Capital Analysts LLC first reported a position in JGRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $182K in Q2 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Capital Analysts LLC held 1,294 shares of JPMorgan Active Growth ETF worth $109K as of Q1 2026.
  • Capital Analysts LLC sold 512 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $45.6K.
  • JPMorgan Active Growth ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #779 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Capital Analysts LLC's JPMorgan Active Growth ETF position peaked at $182K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.