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Fortis Group Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Fortis Group 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
2025
Q4 		– Sell
-28,848
Closed -$2.78M – 588
2025
Q3 		$2.78M Buy
28,848
+11,237
+64% +$1M 0.48% 54
2025
Q2 		$1.56M Sell
17,611
-1,321
-7% -$103K 0.28% 87
2025
Q1 		$1.4M Buy
18,932
+15,972
+540% +$1.28M 0.27% 91
2024
Q4 		$240K Buy
+2,960
New +$238K 0.04% 176

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fortis Group Advisors's JGRO Position: Q4 2025 in Review

Fortis Group Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2025, closing a stake of 28,848 shares — an estimated $2.78M sold.

Fortis Group Advisors first reported a position in JGRO in Q4 2024 and held it in 4 quarters. The position peaked at $2.78M in Q3 2025. 352 funds tracked by Wall St. Rank hold JGRO as of Q4 2025.

  • Fortis Group Advisors reported no remaining JPMorgan Active Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 28,848 JPMorgan Active Growth ETF shares in Q4 2025, an estimated $2.78M.
  • Fortis Group Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2024 and held it in 4 quarters.
  • Fortis Group Advisors's JPMorgan Active Growth ETF position peaked at $2.78M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2025.

Based on Fortis Group Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.