Empirical Asset Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Empirical Asset Management’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	$258K	Sell	2,613 -7	-0.3%	-$662	0.06%	349
2026 Q1	$221K	Buy	2,620 +26	+1%	+$2.32K	0.06%	347
2025 Q4	$241K	Hold	2,594	–	–	0.07%	291
2025 Q3	$243K	Hold	2,594	–	–	0.07%	319
2025 Q2	$223K	Buy	+2,594	New	+$202K	0.07%	290
2025 Q1	–	Sell	-2,594	Closed	-$210K	–	383
2024 Q4	$210K	Buy	+2,594	New	+$208K	0.07%	299

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

Empirical Asset Management's JGRO Position: Q2 2026 in Review

Empirical Asset Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.27% in Q2 2026, selling an estimated $662 and leaving 2,613 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #349.

Empirical Asset Management first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Empirical Asset Management held 2,613 shares of JPMorgan Active Growth ETF worth $258K as of Q2 2026.
Empirical Asset Management sold 7 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $662.
JPMorgan Active Growth ETF made up 0.06% of Empirical Asset Management's portfolio in Q2 2026, its #349 holding.
Empirical Asset Management first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.