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Coppell Advisory Solutions’s JPMorgan Active Growth ETF JGRO Stock Holding History

Coppell Advisory Solutions’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
2025
Q2 		– Sell
-12,334
Closed -$633K – 398
2025
Q1 		$633K Buy
+12,334
New +$992K 0.09% 185

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CAPTRUST Financial Advisors
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Coppell Advisory Solutions's JGRO Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2025, closing a stake of 12,334 shares — an estimated $633K sold.

Coppell Advisory Solutions first reported a position in JGRO in Q1 2025 and held it in 1 quarter. The position peaked at $633K in Q1 2025. 290 funds tracked by Wall St. Rank hold JGRO as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining JPMorgan Active Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 12,334 JPMorgan Active Growth ETF shares in Q2 2025, an estimated $633K.
  • Coppell Advisory Solutions first reported a position in JPMorgan Active Growth ETF in Q1 2025 and held it in 1 quarter.
  • Coppell Advisory Solutions's JPMorgan Active Growth ETF position peaked at $633K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.