Creative Planning’s JPMorgan Active Growth ETF JGRO Stock Holding History

Creative Planning’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	$484K	Sell	4,914 -371	-7%	-$35.1K	﹤0.01%	3212
2026 Q1	$447K	Sell	5,285 -283	-5%	-$25.2K	﹤0.01%	3113
2025 Q4	$517K	Buy	5,568 +185	+3%	+$17.3K	﹤0.01%	2814
2025 Q3	$505K	Buy	5,383 +2,328	+76%	+$208K	﹤0.01%	2713
2025 Q2	$263K	Sell	3,055 -120	-4%	-$9.33K	﹤0.01%	3017
2025 Q1	$234K	Sell	3,175 -6,183	-66%	-$497K	﹤0.01%	2941
2024 Q4	$758K	Buy	+9,358	New	+$752K	﹤0.01%	1875

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

Creative Planning's JGRO Position: Q2 2026 in Review

Creative Planning reduced its JPMorgan Active Growth ETF (JGRO) stake by 7% in Q2 2026, selling an estimated $35.1K and leaving 4,914 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

Creative Planning first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $758K in Q4 2024. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Creative Planning held 4,914 shares of JPMorgan Active Growth ETF worth $484K as of Q2 2026.
Creative Planning sold 371 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $35.1K.
JPMorgan Active Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3212 holding.
Creative Planning first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
Creative Planning's JPMorgan Active Growth ETF position peaked at $758K in Q4 2024.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.