Financial Advocates Investment Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	$3.88M	Sell	41,414 -130,981	-76%	-$11.7M	2.18%	13
2025 Q2	$14.8M	Sell	172,395 -13,506	-7%	-$1.05M	1.21%	14
2025 Q1	$13.7M	Buy	185,901 +15,914	+9%	+$1.28M	0.96%	17
2024 Q4	$13.8M	Buy	169,987 +1,056	+0.6%	+$84.9K	0.78%	23
2024 Q3	$13M	Buy	168,931 +4,649	+3%	+$345K	0.73%	26
2024 Q2	$12.3M	Buy	164,282 +19,333	+13%	+$1.37M	0.77%	21
2024 Q1	$10.2M	Buy	144,949 +123,673	+581%	+$8.19M	0.59%	31
2023 Q4	$1.09M	Buy	21,276 +7,577	+55%	+$431K	0.07%	265
2023 Q3	$738K	Buy	+13,699	New	+$765K	0.05%	331

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's JGRO Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 76% in Q3 2025, selling an estimated $11.7M and leaving 41,414 shares worth $3.88M. The position accounts for 2.18% of the portfolio, ranked #13.

Financial Advocates Investment Management first reported a position in JGRO in Q3 2023 and has held it in 9 quarters since. The position peaked at $14.8M in Q2 2025. 300 funds tracked by Wall St. Rank hold JGRO as of Q3 2025.

Financial Advocates Investment Management held 41,414 shares of JPMorgan Active Growth ETF worth $3.88M as of Q3 2025.
Financial Advocates Investment Management sold 130,981 JPMorgan Active Growth ETF shares in Q3 2025, an estimated $11.7M.
JPMorgan Active Growth ETF made up 2.18% of Financial Advocates Investment Management's portfolio in Q3 2025, its #13 holding.
Financial Advocates Investment Management first reported a position in JPMorgan Active Growth ETF in Q3 2023 and has held it in 9 quarters since.
Financial Advocates Investment Management's JPMorgan Active Growth ETF position peaked at $14.8M in Q2 2025.
300 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.