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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
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

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

Farther Finance Advisors's JGRO Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 386% in Q2 2026, buying an estimated $8.75M and bringing the position to 116,502 shares worth $11.5M. The position accounts for 0.09% of the portfolio, ranked #197.

Farther Finance Advisors first reported a position in JGRO in Q1 2023 and has held it in 14 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Farther Finance Advisors held 116,502 shares of JPMorgan Active Growth ETF worth $11.5M as of Q2 2026.
  • Farther Finance Advisors bought 92,519 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $8.75M.
  • JPMorgan Active Growth ETF made up 0.09% of Farther Finance Advisors's portfolio in Q2 2026, its #197 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.