Cobblestone Asset Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Cobblestone Asset Management’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	$1.13M	Sell	11,486 -1,431	-11%	-$135K	0.47%	36
2026 Q1	$1.09M	Sell	12,917 -57	-0.4%	-$5.08K	0.49%	39
2025 Q4	$1.2M	Buy	12,974 +1,823	+16%	+$171K	0.54%	35
2025 Q3	$1.05M	Buy	11,151 +132	+1%	+$11.8K	0.48%	35
2025 Q2	$948K	Buy	11,019 +690	+7%	+$53.6K	0.5%	36
2025 Q1	$762K	Buy	10,329 +2,665	+35%	+$214K	0.45%	38
2024 Q4	$621K	Buy	7,664 +1,456	+23%	+$117K	0.41%	34
2024 Q3	$477K	Buy	6,208 +494	+9%	+$36.7K	0.29%	36
2024 Q2	$429K	Buy	5,714 +2,494	+77%	+$177K	0.28%	34
2024 Q1	$226K	Buy	+3,220	New	+$213K	0.15%	43

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

Cobblestone Asset Management's JGRO Position: Q2 2026 in Review

Cobblestone Asset Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 11% in Q2 2026, selling an estimated $135K and leaving 11,486 shares worth $1.13M. The position accounts for 0.47% of the portfolio, ranked #36.

Cobblestone Asset Management first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Cobblestone Asset Management held 11,486 shares of JPMorgan Active Growth ETF worth $1.13M as of Q2 2026.
Cobblestone Asset Management sold 1,431 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $135K.
JPMorgan Active Growth ETF made up 0.47% of Cobblestone Asset Management's portfolio in Q2 2026, its #36 holding.
Cobblestone Asset Management first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
Cobblestone Asset Management's JPMorgan Active Growth ETF position peaked at $1.2M in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Cobblestone Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.