Clearstead Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Clearstead Advisors’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	$2.77K	Hold	28	–	–	﹤0.01%	2368
2026 Q1	$2.37K	Hold	28	–	–	﹤0.01%	1870
2025 Q4	$2.61K	Hold	28	–	–	﹤0.01%	2115
2025 Q3	$2.63K	Sell	28 -10,010	-100%	-$893K	﹤0.01%	2370
2025 Q2	$864K	Hold	10,038	–	–	0.01%	484
2025 Q1	$741K	Hold	10,038	–	–	0.01%	475
2024 Q4	$813K	Buy	10,038 +10,022	+62,638%	+$805K	0.01%	459
2024 Q3	$1.23K	Buy	+16	New	+$1.19K	﹤0.01%	1894

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

Clearstead Advisors's JGRO Position: Q2 2026 in Review

Clearstead Advisors held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 28 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Clearstead Advisors first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $864K in Q2 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Clearstead Advisors held 28 shares of JPMorgan Active Growth ETF worth $2.77K as of Q2 2026.
Clearstead Advisors left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
JPMorgan Active Growth ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2368 holding.
Clearstead Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
Clearstead Advisors's JPMorgan Active Growth ETF position peaked at $864K in Q2 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.