Carnegie Investment Counsel’s JPMorgan Active Growth ETF JGRO Stock Holding History

Carnegie Investment Counsel’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	$1.57M	Buy	15,898 +60	+0.4%	+$5.67K	0.03%	271
2026 Q1	$1.34M	Buy	15,838 +220	+1%	+$19.6K	0.03%	293
2025 Q4	$1.45M	Sell	15,618 -305	-2%	-$28.6K	0.03%	290
2025 Q3	$1.49M	Sell	15,923 -80	-0.5%	-$7.14K	0.03%	277
2025 Q2	$1.38M	Sell	16,003 -920	-5%	-$71.5K	0.03%	275
2025 Q1	$1.13M	Buy	16,923 +299	+2%	+$24K	0.03%	273
2024 Q4	$1.35M	Buy	+16,624	New	+$1.34M	0.04%	236

Other funds holding JGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Carnegie Investment Counsel's JGRO Position: Q2 2026 in Review

Carnegie Investment Counsel increased its JPMorgan Active Growth ETF (JGRO) stake by 0.38% in Q2 2026, buying an estimated $5.67K and bringing the position to 15,898 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #271.

Carnegie Investment Counsel first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Carnegie Investment Counsel held 15,898 shares of JPMorgan Active Growth ETF worth $1.57M as of Q2 2026.
Carnegie Investment Counsel bought 60 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $5.67K.
JPMorgan Active Growth ETF made up 0.03% of Carnegie Investment Counsel's portfolio in Q2 2026, its #271 holding.
Carnegie Investment Counsel first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
248 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.