CX Institutional’s JPMorgan Active Growth ETF JGRO Stock Holding History

CX Institutional’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	$18K	Hold	187	–	–	﹤0.01%	1194
2026 Q1	$16K	Sell	187 -166	-47%	-$14.8K	﹤0.01%	1182
2025 Q4	$33K	Buy	353 +166	+89%	+$15.6K	﹤0.01%	1034
2025 Q3	$18K	Hold	187	–	–	﹤0.01%	1117
2025 Q2	$16K	Buy	+187	New	+$14.5K	﹤0.01%	989

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

CX Institutional's JGRO Position: Q2 2026 in Review

CX Institutional held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 187 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

CX Institutional first reported a position in JGRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $33K in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

CX Institutional held 187 shares of JPMorgan Active Growth ETF worth $18K as of Q2 2026.
CX Institutional left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
JPMorgan Active Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1194 holding.
CX Institutional first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
CX Institutional's JPMorgan Active Growth ETF position peaked at $33K in Q4 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.