Cozad Asset Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Cozad Asset Management’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	$203K	Sell	2,058 -3,457	-63%	-$327K	0.01%	442
2026 Q1	$466K	Sell	5,515 -4,031	-42%	-$359K	0.04%	307
2025 Q4	$886K	Sell	9,546 -1,103	-10%	-$103K	0.07%	231
2025 Q3	$998K	Buy	10,649 +1,476	+16%	+$132K	0.08%	216
2025 Q2	$790K	Sell	9,173 -1,089	-11%	-$84.7K	0.07%	227
2025 Q1	$757K	Buy	10,262 +1,195	+13%	+$96.1K	0.08%	221
2024 Q4	$735K	Buy	9,067 +4,832	+114%	+$388K	0.07%	215
2024 Q3	$326K	Buy	+4,235	New	+$314K	0.03%	320

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

Cozad Asset Management's JGRO Position: Q2 2026 in Review

Cozad Asset Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 63% in Q2 2026, selling an estimated $327K and leaving 2,058 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #442.

Cozad Asset Management first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $998K in Q3 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Cozad Asset Management held 2,058 shares of JPMorgan Active Growth ETF worth $203K as of Q2 2026.
Cozad Asset Management sold 3,457 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $327K.
JPMorgan Active Growth ETF made up 0.01% of Cozad Asset Management's portfolio in Q2 2026, its #442 holding.
Cozad Asset Management first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
Cozad Asset Management's JPMorgan Active Growth ETF position peaked at $998K in Q3 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.