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Farther Finance Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Farther Finance 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
Q3 		$11.2M Sell
116,390
-112
-0.1% -$10.6K 0.08% 218
2026
Q2 		$11.5M Buy
116,502
+92,519
+386% +$8.75M 0.09% 197
2026
Q1 		$2.05M Sell
23,983
-296
-1% -$26.4K 0.02% 641
2025
Q4 		$2.25M Buy
24,279
+2,104
+9% +$197K 0.02% 541
2025
Q3 		$2.08M Buy
22,175
+12,822
+137% +$1.14M 0.03% 447
2025
Q2 		$805K Buy
9,353
+1,259
+16% +$97.9K 0.02% 690
2025
Q1 		$601K Buy
8,094
+4,996
+161% +$402K 0.02% 706
2024
Q4 		$251K Sell
3,098
-3,333
-52% -$268K 0.01% 885
2024
Q3 		$494K Buy
6,431
+2,141
+50% +$159K 0.02% 594
2024
Q2 		$324K Sell
4,290
-467
-10% -$33.1K 0.02% 642
2024
Q1 		$335K Sell
4,757
-793
-14% -$52.5K 0.02% 497
2023
Q4 		$339K Buy
5,550
+895
+19% +$50.9K 0.02% 419
2023
Q3 		$251K Sell
4,655
-1,412
-23% -$78.9K 0.04% 336
2023
Q2 		$338K Buy
6,067
+317
+6% +$16.2K 0.07% 223
2023
Q1 		$283K Buy
+5,750
New +$270K 0.08% 215

Other funds holding JGRO

SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Farther Finance Advisors's JGRO Position: Q3 2026 in Review

Farther Finance Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.1% in Q3 2026, selling an estimated $10.6K and leaving 116,390 shares worth $11.2M. The position accounts for 0.08% of the portfolio, ranked #218.

Farther Finance Advisors first reported a position in JGRO in Q1 2023 and has held it in 15 quarters since. The position peaked at $11.5M in Q2 2026. 19 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • Farther Finance Advisors held 116,390 shares of JPMorgan Active Growth ETF worth $11.2M as of Q3 2026.
  • Farther Finance Advisors sold 112 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $10.6K.
  • JPMorgan Active Growth ETF made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #218 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's JPMorgan Active Growth ETF position peaked at $11.5M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.