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JGRO icon

Flagship Harbor Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Flagship Harbor 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
Q1 		$1.72M Buy
20,301
+1,308
+7% +$117K 0.08% 223
2025
Q4 		$1.76M Buy
18,993
+209
+1% +$19.6K 0.08% 208
2025
Q3 		$1.76M Sell
18,784
-1,830
-9% -$163K 0.08% 221
2025
Q2 		$1.77M Sell
20,614
-71,428
-78% -$5.55M 0.08% 215
2025
Q1 		$6.79M Buy
92,042
+10,526
+13% +$846K 0.36% 64
2024
Q4 		$6.61M Sell
81,516
-36,854
-31% -$2.96M 0.35% 55
2024
Q3 		$9.1M Buy
118,370
+9,781
+9% +$726K 0.5% 40
2024
Q2 		$8.16M Buy
108,589
+40,642
+60% +$2.88M 0.49% 41
2024
Q1 		$4.77M Buy
67,947
+36,908
+119% +$2.45M 0.31% 70
2023
Q4 		$1.9M Buy
31,039
+4,404
+17% +$251K 0.14% 145
2023
Q3 		$1.44M Buy
+26,635
New +$1.49M 0.12% 169

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return