Formidable Asset Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Formidable Asset 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
2026 Q2	$4.63M	Sell	54,796 -11,953	-18%	-$1.13M	0.74%	25
2026 Q1	$6.19M	Buy	66,749 +2,796	+4%	+$249K	0.96%	19
2025 Q4	$6M	Buy	63,953 +3,426	+6%	+$321K	0.87%	22
2025 Q3	$5.21M	Buy	60,527 +9,342	+18%	+$834K	0.82%	23
2025 Q2	$3.78M	Hold	51,185	–	–	0.63%	29
2025 Q1	$3.78M	Buy	51,185 +4,220	+9%	+$339K	0.63%	29
2024 Q4	$3.81M	Buy	46,965 +22,460	+92%	+$1.81M	0.63%	28
2024 Q3	$1.88M	Buy	24,505 +9,225	+60%	+$684K	0.3%	69
2024 Q2	$1.15M	Buy	+15,280	New	+$1.08M	0.19%	112

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

Formidable Asset Management's JGRO Position: Q2 2026 in Review

Formidable Asset Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 18% in Q2 2026, selling an estimated $1.13M and leaving 54,796 shares worth $4.63M. The position accounts for 0.74% of the portfolio, ranked #25.

Formidable Asset Management first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.19M in Q1 2026. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Formidable Asset Management held 54,796 shares of JPMorgan Active Growth ETF worth $4.63M as of Q2 2026.
Formidable Asset Management sold 11,953 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.13M.
JPMorgan Active Growth ETF made up 0.74% of Formidable Asset Management's portfolio in Q2 2026, its #25 holding.
Formidable Asset Management first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
Formidable Asset Management's JPMorgan Active Growth ETF position peaked at $6.19M in Q1 2026.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.