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

Envestnet 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	$117M	Sell	1,190,363 -44,079	-4%	-$4.17M	0.03%	510
2026 Q1	$104M	Buy	1,234,442 +125,754	+11%	+$11.2M	0.03%	517
2025 Q4	$103M	Buy	1,108,688 +128,865	+13%	+$12.1M	0.03%	495
2025 Q3	$91.9M	Buy	979,823 +67,021	+7%	+$5.98M	0.03%	530
2025 Q2	$78.6M	Sell	912,802 -148,853	-14%	-$11.6M	0.02%	583
2025 Q1	$78.3M	Buy	1,061,655 +64,121	+6%	+$5.16M	0.03%	544
2024 Q4	$80.8M	Sell	997,534 -23,446	-2%	-$1.88M	0.03%	537
2024 Q3	$78.5M	Buy	1,020,980 +514,606	+102%	+$38.2M	0.03%	560
2024 Q2	$38.1M	Buy	506,374 +28,575	+6%	+$2.02M	0.01%	786
2024 Q1	$33.5M	Buy	477,799 +55,757	+13%	+$3.69M	0.01%	840
2023 Q4	$25.8M	Sell	422,042 -1,151	-0.3%	-$65.5K	0.01%	900
2023 Q3	$22.8M	Buy	423,193 +5,330	+1%	+$298K	0.01%	905
2023 Q2	$23.3M	Sell	417,863 -78,833	-16%	-$4.03M	0.01%	854
2023 Q1	$24.4M	Buy	496,696 +446,159	+883%	+$21M	0.01%	785
2022 Q4	$2.25M	Buy	50,537 +45,604	+924%	+$2.07M	﹤0.01%	2077
2022 Q3	$214K	Buy	+4,933	New	+$237K	﹤0.01%	3542

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

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

Envestnet Asset Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 3.6% in Q2 2026, selling an estimated $4.17M and leaving 1,190,363 shares worth $117M. The position accounts for 0.03% of the portfolio, ranked #510.

Envestnet Asset Management first reported a position in JGRO in Q3 2022 and has held it in 16 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Envestnet Asset Management held 1,190,363 shares of JPMorgan Active Growth ETF worth $117M as of Q2 2026.
Envestnet Asset Management sold 44,079 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $4.17M.
JPMorgan Active Growth ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #510 holding.
Envestnet Asset Management first reported a position in JPMorgan Active Growth ETF in Q3 2022 and has held it in 16 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.