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Dynamic Advisor Solutions’s JPMorgan Active Growth ETF JGRO Stock Holding History

Dynamic Advisor Solutions’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 		$389K Buy
+3,947
New +$373K 0.01% 761
2025
Q1 		– Sell
-14,279
Closed -$1.16M – 868
2024
Q4 		$1.16M Buy
14,279
+3,918
+38% +$315K 0.05% 288
2024
Q3 		$797K Sell
10,361
-343
-3% -$25.4K 0.02% 509
2024
Q2 		$804K Buy
+10,704
New +$758K 0.03% 505

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dynamic Advisor Solutions's JGRO Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2026: 3,947 shares worth $389K. The stake represents 0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in JGRO as recently as Q4 2024.

Dynamic Advisor Solutions first reported a position in JGRO in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.16M in Q4 2024. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Dynamic Advisor Solutions held 3,947 shares of JPMorgan Active Growth ETF worth $389K as of Q2 2026.
  • JPMorgan Active Growth ETF was a new Dynamic Advisor Solutions position in Q2 2026.
  • JPMorgan Active Growth ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #761 holding.
  • Dynamic Advisor Solutions first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • Dynamic Advisor Solutions's JPMorgan Active Growth ETF position peaked at $1.16M in Q4 2024.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.