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Concurrent Investment Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Concurrent Investment 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 		$889K Buy
9,021
+442
+5% +$41.8K 0.01% 1068
2026
Q1 		$725K Buy
8,579
+5,666
+195% +$505K 0.01% 1033
2025
Q4 		$270K Buy
+2,913
New +$273K ﹤0.01% 1468

Other funds holding JGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Concurrent Investment Advisors's JGRO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 5.2% in Q2 2026, buying an estimated $41.8K and bringing the position to 9,021 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #1068.

Concurrent Investment Advisors first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Concurrent Investment Advisors held 9,021 shares of JPMorgan Active Growth ETF worth $889K as of Q2 2026.
  • Concurrent Investment Advisors bought 442 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $41.8K.
  • JPMorgan Active Growth ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1068 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.