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

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

Cooper Financial Group's JGRO Position: Q2 2026 in Review

Cooper Financial Group increased its JPMorgan Active Growth ETF (JGRO) stake by 0.49% in Q2 2026, buying an estimated $3.31K and bringing the position to 7,178 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #216.

Cooper Financial Group first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Cooper Financial Group held 7,178 shares of JPMorgan Active Growth ETF worth $708K as of Q2 2026.
Cooper Financial Group bought 35 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $3.31K.
JPMorgan Active Growth ETF made up 0.06% of Cooper Financial Group's portfolio in Q2 2026, its #216 holding.
Cooper Financial Group first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.