Empire Life Investments’s JPMorgan Active Growth ETF JGRO Stock Holding History

Empire Life Investments’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	$1.06M	Sell	10,738 -15,200	-59%	-$1.44M	0.06%	99
2026 Q1	$2.22M	Sell	25,938 -10,482	-29%	-$934K	0.13%	86
2025 Q4	$3.38M	Buy	36,420 +2,300	+7%	+$216K	0.19%	80
2025 Q3	$3.2M	Buy	34,120 +1,120	+3%	+$99.9K	0.19%	81
2025 Q2	$2.84M	Sell	33,000 -14,600	-31%	-$1.14M	0.18%	80
2025 Q1	$3.51M	Sell	47,600 -700	-1%	-$56.3K	0.23%	78
2024 Q4	$3.92M	Buy	+48,300	New	+$3.88M	0.25%	71

Other funds holding JGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Empire Life Investments's JGRO Position: Q2 2026 in Review

Empire Life Investments reduced its JPMorgan Active Growth ETF (JGRO) stake by 59% in Q2 2026, selling an estimated $1.44M and leaving 10,738 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #99.

Empire Life Investments first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.92M in Q4 2024. 248 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Empire Life Investments held 10,738 shares of JPMorgan Active Growth ETF worth $1.06M as of Q2 2026.
Empire Life Investments sold 15,200 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.44M.
JPMorgan Active Growth ETF made up 0.06% of Empire Life Investments's portfolio in Q2 2026, its #99 holding.
Empire Life Investments first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
Empire Life Investments's JPMorgan Active Growth ETF position peaked at $3.92M in Q4 2024.
248 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.