Colonial Trust’s JPMorgan Active Growth ETF JGRO Stock Holding History

Colonial Trust’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	$324K	Hold	3,287	–	–	0.04%	216
2026 Q1	$278K	Buy	3,287 +753	+30%	+$67.1K	0.04%	236
2025 Q4	$235K	Hold	2,534	–	–	0.03%	272
2025 Q3	$238K	Buy	2,534 +1,116	+79%	+$99.6K	0.03%	276
2025 Q2	$122K	Hold	1,418	–	–	0.02%	403
2025 Q1	$105K	Buy	1,418 +1,375	+3,198%	+$111K	0.02%	415
2024 Q4	$3.48K	Hold	43	–	–	﹤0.01%	1126
2024 Q3	$3.31K	Hold	43	–	–	﹤0.01%	942
2024 Q2	$3.23K	Buy	43 +17	+65%	+$1.2K	﹤0.01%	896
2024 Q1	$1.82K	Hold	26	–	–	﹤0.01%	940
2023 Q4	$1.59K	Buy	+26	New	+$1.48K	﹤0.01%	916

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

Colonial Trust's JGRO Position: Q2 2026 in Review

Colonial Trust held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 3,287 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #216.

Colonial Trust first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Colonial Trust held 3,287 shares of JPMorgan Active Growth ETF worth $324K as of Q2 2026.
Colonial Trust left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
JPMorgan Active Growth ETF made up 0.04% of Colonial Trust's portfolio in Q2 2026, its #216 holding.
Colonial Trust first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.