EFS
JGRW

Essex Financial Services’s Jensen Quality Growth ETF JGRW Stock Holding History

Essex Financial Services’s Portfolio JGRW Stock Details JGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$341K Sell
14,009
-113
-0.8% -$2.94K 0.02% 564
2025
Q4 		$382K Buy
+14,122
New +$382K 0.02% 526

Other funds holding JGRW

JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EF
Entrust Financial Wayne, Pennsylvania $154M AUM
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

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

Essex Financial Services reduced its Jensen Quality Growth ETF (JGRW) stake by 0.8% in Q1 2026, selling an estimated $2.94K and leaving 14,009 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #564.

Essex Financial Services first reported a position in JGRW in Q4 2025 and has held it in 2 quarters since. The position peaked at $382K in Q4 2025. 21 funds tracked by Wall St. Rank hold JGRW as of Q1 2026.

  • Essex Financial Services held 14,009 shares of Jensen Quality Growth ETF worth $341K as of Q1 2026.
  • Essex Financial Services sold 113 Jensen Quality Growth ETF shares in Q1 2026, an estimated $2.94K.
  • Jensen Quality Growth ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #564 holding.
  • Essex Financial Services first reported a position in Jensen Quality Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Essex Financial Services's Jensen Quality Growth ETF position peaked at $382K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Jensen Quality Growth ETF as of Q1 2026.

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