Essex Financial Services’s JPMorgan Active Growth ETF JGRO Stock Holding History

Essex Financial Services’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	$427K	Buy	5,055 +1,275	+34%	+$114K	0.02%	498
2025 Q4	$351K	Buy	3,780 +107	+3%	+$10K	0.02%	554
2025 Q3	$344K	Sell	3,673 -425	-10%	-$37.9K	0.02%	534
2025 Q2	$353K	Sell	4,098 -1,000	-20%	-$77.7K	0.02%	500
2025 Q1	$376K	Hold	5,098	–	–	0.03%	443
2024 Q4	$413K	Buy	+5,098	New	+$410K	0.03%	419

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Essex Financial Services's JGRO Position: Q1 2026 in Review

Essex Financial Services increased its JPMorgan Active Growth ETF (JGRO) stake by 34% in Q1 2026, buying an estimated $114K and bringing the position to 5,055 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #498.

Essex Financial Services first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Essex Financial Services held 5,055 shares of JPMorgan Active Growth ETF worth $427K as of Q1 2026.
Essex Financial Services bought 1,275 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $114K.
JPMorgan Active Growth ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #498 holding.
Essex Financial Services first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.