Fort Point Capital Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Fort Point Capital Partners’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	–	Sell	-25,639	Closed	-$2.21M	–	271
2025 Q2	$2.21M	Buy	25,639 +1,823	+8%	+$142K	0.16%	90
2025 Q1	$1.76M	Buy	23,816 +1,110	+5%	+$89.2K	0.19%	88
2024 Q4	$1.84M	Buy	22,706 +791	+4%	+$63.6K	0.2%	85
2024 Q3	$1.68M	Buy	21,915 +2,209	+11%	+$164K	0.21%	78
2024 Q2	$1.48M	Buy	19,706 +6,541	+50%	+$463K	0.19%	89
2024 Q1	$924K	Buy	+13,165	New	+$872K	0.12%	131

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 $495B AUM 43.24% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return

Fort Point Capital Partners's JGRO Position: Q3 2025 in Review

Fort Point Capital Partners sold out of JPMorgan Active Growth ETF (JGRO) in Q3 2025, closing a stake of 25,639 shares — an estimated $2.21M sold.

Fort Point Capital Partners first reported a position in JGRO in Q1 2024 and held it in 6 quarters. The position peaked at $2.21M in Q2 2025. 301 funds tracked by Wall St. Rank hold JGRO as of Q3 2025.

Fort Point Capital Partners reported no remaining JPMorgan Active Growth ETF position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 25,639 JPMorgan Active Growth ETF shares in Q3 2025, an estimated $2.21M.
Fort Point Capital Partners first reported a position in JPMorgan Active Growth ETF in Q1 2024 and held it in 6 quarters.
Fort Point Capital Partners's JPMorgan Active Growth ETF position peaked at $2.21M in Q2 2025.
301 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.