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 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 $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning's JGRO Position: Q1 2026 in Review

Creative Planning reduced its JPMorgan Active Growth ETF (JGRO) stake by 5.1% in Q1 2026, selling an estimated $25.2K and leaving 5,285 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #3113.

Creative Planning first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $758K in Q4 2024. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Creative Planning held 5,285 shares of JPMorgan Active Growth ETF worth $447K as of Q1 2026.
Creative Planning sold 283 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $25.2K.
JPMorgan Active Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3113 holding.
Creative Planning first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
Creative Planning's JPMorgan Active Growth ETF position peaked at $758K in Q4 2024.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.