Focus Partners Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

Focus Partners Wealth’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	$67.1M	Buy	680,124 +10,718	+2%	+$1.01M	0.07%	260
2026 Q1	$56.6M	Buy	669,406 +2,068	+0.3%	+$184K	0.06%	267
2025 Q4	$61.9M	Buy	667,338 +22,089	+3%	+$2.07M	0.07%	249
2025 Q3	$60.5M	Buy	645,249 +43,306	+7%	+$3.86M	0.1%	183
2025 Q2	$51.8M	Buy	601,943 +16,573	+3%	+$1.29M	0.11%	184
2025 Q1	$43.2M	Buy	585,370 +33,229	+6%	+$2.67M	0.11%	185
2024 Q4	$44.7M	Buy	+552,141	New	+$44.4M	0.12%	172
2024 Q3	–	Sell	-368,537	Closed	-$27.7M	–	1648
2024 Q2	$27.7M	Buy	368,537 +38,794	+12%	+$2.75M	0.09%	204
2024 Q1	$22M	Buy	+329,743	New	+$21.8M	0.18%	141

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

Focus Partners Wealth's JGRO Position: Q2 2026 in Review

Focus Partners Wealth increased its JPMorgan Active Growth ETF (JGRO) stake by 1.6% in Q2 2026, buying an estimated $1.01M and bringing the position to 680,124 shares worth $67.1M. The position accounts for 0.07% of the portfolio, ranked #260.

Focus Partners Wealth first reported a position in JGRO in Q1 2024 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Focus Partners Wealth held 680,124 shares of JPMorgan Active Growth ETF worth $67.1M as of Q2 2026.
Focus Partners Wealth bought 10,718 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.01M.
JPMorgan Active Growth ETF made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #260 holding.
Focus Partners Wealth first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.