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

Cary Street Partners’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	$19.8M	Sell	200,994 -323,480	-62%	-$30.6M	0.43%	57
2026 Q1	$44.3M	Buy	524,474 +42,444	+9%	+$3.78M	1.1%	15
2025 Q4	$44.7M	Buy	482,030 +4,819	+1%	+$452K	1.11%	15
2025 Q3	$44.7M	Buy	477,211 +17,110	+4%	+$1.53M	1.16%	13
2025 Q2	$39.6M	Buy	460,101 +45,128	+11%	+$3.51M	1.11%	13
2025 Q1	$30.6M	Buy	414,973 +386,141	+1,339%	+$31M	0.97%	16
2024 Q4	$2.34M	Buy	+28,832	New	+$2.32M	0.08%	247

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

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

Cary Street Partners reduced its JPMorgan Active Growth ETF (JGRO) stake by 62% in Q2 2026, selling an estimated $30.6M and leaving 200,994 shares worth $19.8M. The position accounts for 0.43% of the portfolio, ranked #57.

Cary Street Partners first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.7M in Q3 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Cary Street Partners held 200,994 shares of JPMorgan Active Growth ETF worth $19.8M as of Q2 2026.
Cary Street Partners sold 323,480 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $30.6M.
JPMorgan Active Growth ETF made up 0.43% of Cary Street Partners's portfolio in Q2 2026, its #57 holding.
Cary Street Partners first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's JPMorgan Active Growth ETF position peaked at $44.7M in Q3 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

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