Cary Street Partners Investment Advisory’s JPMorgan Active Growth ETF JGRO Stock Holding History

Cary Street Partners Investment Advisory’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	$5.35M	Buy	54,312 +10,781	+25%	+$1.02M	1.08%	17
2026 Q1	$3.68M	Buy	43,531 +8,731	+25%	+$778K	0.94%	19
2025 Q4	$3.23M	Buy	34,800 +25,271	+265%	+$2.37M	0.87%	22
2025 Q3	$893K	Sell	9,529 -738	-7%	-$65.9K	0.37%	53
2025 Q2	$884K	Sell	10,267 -116	-1%	-$9.02K	0.43%	47
2025 Q1	$766K	Buy	10,383 +5,180	+100%	+$416K	0.44%	48
2024 Q4	$422K	Sell	5,203 -4,383	-46%	-$352K	0.28%	90
2024 Q3	$737K	Buy	+9,586	New	+$711K	0.03%	417

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

Cary Street Partners Investment Advisory's JGRO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its JPMorgan Active Growth ETF (JGRO) stake by 25% in Q2 2026, buying an estimated $1.02M and bringing the position to 54,312 shares worth $5.35M. The position accounts for 1.08% of the portfolio, ranked #17.

Cary Street Partners Investment Advisory first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. 270 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Cary Street Partners Investment Advisory held 54,312 shares of JPMorgan Active Growth ETF worth $5.35M as of Q2 2026.
Cary Street Partners Investment Advisory bought 10,781 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.02M.
JPMorgan Active Growth ETF made up 1.08% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #17 holding.
Cary Street Partners Investment Advisory first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
270 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.