Corient Private Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

Corient Private Wealth’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	$5.28M	Sell	53,570 -11,414	-18%	-$1.08M	0.01%	876
2026 Q1	$5.49M	Buy	64,984 +8,026	+14%	+$715K	0.01%	814
2025 Q4	$5.29M	Buy	56,958 +12,571	+28%	+$1.18M	0.01%	751
2025 Q3	$4.16M	Buy	44,387 +21,573	+95%	+$1.93M	0.01%	776
2025 Q2	$1.96M	Buy	22,814 +18,697	+454%	+$1.45M	﹤0.01%	1049
2025 Q1	$304K	Buy	+4,117	New	+$331K	﹤0.01%	1844

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

Corient Private Wealth's JGRO Position: Q2 2026 in Review

Corient Private Wealth reduced its JPMorgan Active Growth ETF (JGRO) stake by 18% in Q2 2026, selling an estimated $1.08M and leaving 53,570 shares worth $5.28M. The position accounts for 0.01% of the portfolio, ranked #876.

Corient Private Wealth first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.49M in Q1 2026. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Corient Private Wealth held 53,570 shares of JPMorgan Active Growth ETF worth $5.28M as of Q2 2026.
Corient Private Wealth sold 11,414 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.08M.
JPMorgan Active Growth ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #876 holding.
Corient Private Wealth first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
Corient Private Wealth's JPMorgan Active Growth ETF position peaked at $5.49M in Q1 2026.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.