Fermata Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Fermata 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	$3.22M	Sell	32,645 -161	-0.5%	-$15.2K	0.65%	46
2026 Q1	$2.77M	Buy	32,806 +7,772	+31%	+$693K	0.62%	50
2025 Q4	$2.32M	Buy	25,034 +1,216	+5%	+$114K	0.56%	53
2025 Q3	$2.23M	Buy	23,818 +3,126	+15%	+$279K	0.57%	52
2025 Q2	$1.78M	Sell	20,692 -513	-2%	-$39.9K	0.48%	66
2025 Q1	$1.56M	Buy	21,205 +1,375	+7%	+$111K	0.28%	80
2024 Q4	$1.61M	Buy	+19,830	New	+$1.59M	0.3%	72

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fermata Advisors's JGRO Position: Q2 2026 in Review

Fermata Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.49% in Q2 2026, selling an estimated $15.2K and leaving 32,645 shares worth $3.22M. The position accounts for 0.65% of the portfolio, ranked #46.

Fermata Advisors first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Fermata Advisors held 32,645 shares of JPMorgan Active Growth ETF worth $3.22M as of Q2 2026.
Fermata Advisors sold 161 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $15.2K.
JPMorgan Active Growth ETF made up 0.65% of Fermata Advisors's portfolio in Q2 2026, its #46 holding.
Fermata Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.