Eldridge Investment Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Eldridge Investment Advisors’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	$1.14M	Sell	11,514 -13,788	-54%	-$1.3M	0.22%	70
2026 Q1	$2.14M	Sell	25,302 -32,192	-56%	-$2.87M	0.47%	43
2025 Q4	$5.34M	Buy	57,494 +13,794	+32%	+$1.29M	1.17%	25
2025 Q3	$4.1M	Buy	+43,700	New	+$3.9M	0.93%	26

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

Eldridge Investment Advisors's JGRO Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 54% in Q2 2026, selling an estimated $1.3M and leaving 11,514 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #70.

Eldridge Investment Advisors first reported a position in JGRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.34M in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Eldridge Investment Advisors held 11,514 shares of JPMorgan Active Growth ETF worth $1.14M as of Q2 2026.
Eldridge Investment Advisors sold 13,788 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.3M.
JPMorgan Active Growth ETF made up 0.22% of Eldridge Investment Advisors's portfolio in Q2 2026, its #70 holding.
Eldridge Investment Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2025 and has held it in 4 quarters since.
Eldridge Investment Advisors's JPMorgan Active Growth ETF position peaked at $5.34M in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.