CreativeOne Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

CreativeOne 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	$5.5M	Sell	55,792 -8,231	-13%	-$778K	0.12%	156
2026 Q1	$5.41M	Sell	64,023 -7,609	-11%	-$678K	0.13%	157
2025 Q4	$6.65M	Buy	71,632 +4,513	+7%	+$423K	0.16%	113
2025 Q3	$6.29M	Sell	67,119 -4,069	-6%	-$363K	0.15%	121
2025 Q2	$6.13M	Buy	71,188 +8,948	+14%	+$696K	0.16%	122
2025 Q1	$4.59M	Buy	62,240 +12,011	+24%	+$966K	0.14%	146
2024 Q4	$4.07M	Buy	50,229 +1,482	+3%	+$119K	0.12%	152
2024 Q3	$3.75M	Buy	48,747 +5,065	+12%	+$376K	0.13%	150
2024 Q2	$3.28M	Buy	43,682 +9,993	+30%	+$707K	0.17%	124
2024 Q1	$2.37M	Buy	33,689 +7,928	+31%	+$525K	0.09%	201
2023 Q4	$1.57M	Sell	25,761 -6,340	-20%	-$361K	0.1%	184
2023 Q3	$1.73M	Sell	32,101 -20,201	-39%	-$1.13M	0.12%	165
2023 Q2	$2.92M	Buy	+52,302	New	+$2.67M	0.14%	135

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

CreativeOne Wealth's JGRO Position: Q2 2026 in Review

CreativeOne Wealth reduced its JPMorgan Active Growth ETF (JGRO) stake by 13% in Q2 2026, selling an estimated $778K and leaving 55,792 shares worth $5.5M. The position accounts for 0.12% of the portfolio, ranked #156.

CreativeOne Wealth first reported a position in JGRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.65M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

CreativeOne Wealth held 55,792 shares of JPMorgan Active Growth ETF worth $5.5M as of Q2 2026.
CreativeOne Wealth sold 8,231 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $778K.
JPMorgan Active Growth ETF made up 0.12% of CreativeOne Wealth's portfolio in Q2 2026, its #156 holding.
CreativeOne Wealth first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 13 quarters since.
CreativeOne Wealth's JPMorgan Active Growth ETF position peaked at $6.65M in Q4 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.