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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
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 $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

EP Wealth Advisors's JGRO Position: Q1 2026 in Review

EP Wealth Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 4.7% in Q1 2026, buying an estimated $12.9K and bringing the position to 3,229 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

EP Wealth Advisors first reported a position in JGRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $286K in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • EP Wealth Advisors held 3,229 shares of JPMorgan Active Growth ETF worth $273K as of Q1 2026.
  • EP Wealth Advisors bought 145 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $12.9K.
  • JPMorgan Active Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1224 holding.
  • EP Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's JPMorgan Active Growth ETF position peaked at $286K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.