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EP Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

EP Wealth 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 		$325K Buy
3,301
+72
+2% +$6.81K ﹤0.01% 1241
2026
Q1 		$273K Buy
3,229
+145
+5% +$12.9K ﹤0.01% 1224
2025
Q4 		$286K Buy
+3,084
New +$289K ﹤0.01% 1166

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

EP Wealth Advisors's JGRO Position: Q2 2026 in Review

EP Wealth Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 2.2% in Q2 2026, buying an estimated $6.81K and bringing the position to 3,301 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

EP Wealth Advisors first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • EP Wealth Advisors held 3,301 shares of JPMorgan Active Growth ETF worth $325K as of Q2 2026.
  • EP Wealth Advisors bought 72 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $6.81K.
  • JPMorgan Active Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1241 holding.
  • EP Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.