Envestnet Portfolio Solutions
JGRO icon

Envestnet Portfolio Solutions’s JPMorgan Active Growth ETF JGRO Stock Holding History

Envestnet Portfolio 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 		$1.32M Buy
13,370
+1,846
+16% +$175K 0.01% 601
2026
Q1 		$974K Buy
11,524
+58
+0.5% +$5.17K 0.01% 640
2025
Q4 		$1.06M Buy
11,466
+1,175
+11% +$110K ﹤0.01% 733
2025
Q3 		$965K Sell
10,291
-7,673
-43% -$685K ﹤0.01% 752
2025
Q2 		$1.55M Buy
17,964
+2,980
+20% +$232K 0.01% 647
2025
Q1 		$1.11M Sell
14,984
-10,572
-41% -$850K ﹤0.01% 760
2024
Q4 		$2.07M Buy
25,556
+3,453
+16% +$278K 0.01% 652
2024
Q3 		$1.7M Buy
22,103
+5,775
+35% +$428K 0.01% 717
2024
Q2 		$1.23M Sell
16,328
-1,115
-6% -$78.9K ﹤0.01% 796
2024
Q1 		$1.22M Buy
17,443
+5,707
+49% +$378K ﹤0.01% 786
2023
Q4 		$717K Sell
11,736
-1,353
-10% -$77K ﹤0.01% 904
2023
Q3 		$705K Buy
+13,089
New +$731K ﹤0.01% 850

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

Envestnet Portfolio Solutions's JGRO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its JPMorgan Active Growth ETF (JGRO) stake by 16% in Q2 2026, buying an estimated $175K and bringing the position to 13,370 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #601.

Envestnet Portfolio Solutions first reported a position in JGRO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.07M in Q4 2024. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Envestnet Portfolio Solutions held 13,370 shares of JPMorgan Active Growth ETF worth $1.32M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,846 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $175K.
  • JPMorgan Active Growth ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #601 holding.
  • Envestnet Portfolio Solutions first reported a position in JPMorgan Active Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's JPMorgan Active Growth ETF position peaked at $2.07M in Q4 2024.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.