Confluence Wealth Services’s JPMorgan Active Growth ETF JGRO Stock Holding History

Confluence Wealth Services’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	$842K	Sell	8,538 -191	-2%	-$18.1K	0.02%	254
2026 Q1	$738K	Buy	8,729 +1,057	+14%	+$94.2K	0.03%	225
2025 Q4	$712K	Sell	7,672 -276	-3%	-$25.9K	0.03%	226
2025 Q3	$745K	Sell	7,948 -20	-0.3%	-$1.78K	0.04%	208
2025 Q2	$686K	Buy	7,968 +336	+4%	+$26.1K	0.04%	217
2025 Q1	$547K	Sell	7,632 -97	-1%	-$7.8K	0.03%	221
2024 Q4	$659K	Buy	7,729 +169	+2%	+$13.6K	0.04%	196
2024 Q3	$581K	Sell	7,560 -1,493	-16%	-$111K	0.04%	204
2024 Q2	$680K	Buy	9,053 +3,269	+57%	+$231K	0.05%	194
2024 Q1	$406K	Buy	+5,784	New	+$383K	0.04%	235

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

Confluence Wealth Services's JGRO Position: Q2 2026 in Review

Confluence Wealth Services reduced its JPMorgan Active Growth ETF (JGRO) stake by 2.2% in Q2 2026, selling an estimated $18.1K and leaving 8,538 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #254.

Confluence Wealth Services first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Confluence Wealth Services held 8,538 shares of JPMorgan Active Growth ETF worth $842K as of Q2 2026.
Confluence Wealth Services sold 191 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $18.1K.
JPMorgan Active Growth ETF made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #254 holding.
Confluence Wealth Services first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.