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 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 $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cobblestone Asset Management's JGRO Position: Q1 2026 in Review

Cobblestone Asset Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.44% in Q1 2026, selling an estimated $5.08K and leaving 12,917 shares worth $1.09M. The position accounts for 0.49% of the portfolio, ranked #39.

Cobblestone Asset Management first reported a position in JGRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Cobblestone Asset Management held 12,917 shares of JPMorgan Active Growth ETF worth $1.09M as of Q1 2026.
Cobblestone Asset Management sold 57 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $5.08K.
JPMorgan Active Growth ETF made up 0.49% of Cobblestone Asset Management's portfolio in Q1 2026, its #39 holding.
Cobblestone Asset Management first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 9 quarters since.
Cobblestone Asset Management's JPMorgan Active Growth ETF position peaked at $1.2M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Cobblestone Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.