Cooper Financial Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Cooper Financial Group’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	$708K	Buy	7,178 +35	+0.5%	+$3.31K	0.06%	216
2026 Q1	$604K	Buy	7,143 +398	+6%	+$35.5K	0.06%	232
2025 Q4	$626K	Buy	6,745 +879	+15%	+$82.4K	0.07%	205
2025 Q3	$550K	Buy	5,866 +1,569	+37%	+$140K	0.06%	225
2025 Q2	$370K	Sell	4,297 -52	-1%	-$4.04K	0.04%	272
2025 Q1	$321K	Buy	+4,349	New	+$350K	0.04%	300

Other funds holding JGRO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM