Centerpoint Advisory Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Centerpoint Advisory Group’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	$5.23M	Sell	53,049 -1,038	-2%	-$98.2K	3.32%	6
2026 Q1	$4.57M	Sell	54,087 -1,296	-2%	-$116K	3.44%	6
2025 Q4	$5.14M	Sell	55,383 -2,859	-5%	-$268K	3.96%	5
2025 Q3	$5.46M	Sell	58,242 -5,997	-9%	-$535K	4.25%	5
2025 Q2	$5.53M	Sell	64,239 -4,606	-7%	-$358K	4.8%	2
2025 Q1	$5.08M	Buy	68,845 +167	+0.2%	+$13.4K	5%	1
2024 Q4	$5.56M	Buy	+68,678	New	+$5.52M	5.38%	2

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

Centerpoint Advisory Group's JGRO Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its JPMorgan Active Growth ETF (JGRO) stake by 1.9% in Q2 2026, selling an estimated $98.2K and leaving 53,049 shares worth $5.23M. The position accounts for 3.32% of the portfolio, ranked #6.

Centerpoint Advisory Group first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.56M in Q4 2024. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Centerpoint Advisory Group held 53,049 shares of JPMorgan Active Growth ETF worth $5.23M as of Q2 2026.
Centerpoint Advisory Group sold 1,038 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $98.2K.
JPMorgan Active Growth ETF made up 3.32% of Centerpoint Advisory Group's portfolio in Q2 2026, its #6 holding.
Centerpoint Advisory Group first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's JPMorgan Active Growth ETF position peaked at $5.56M in Q4 2024.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.