Founders Financial Alliance’s JPMorgan Active Growth ETF JGRO Stock Holding History

Founders Financial Alliance’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	$6.8M	Buy	68,988 +1,548	+2%	+$146K	0.9%	24
2026 Q1	$5.7M	Buy	67,440 +3,042	+5%	+$271K	1.03%	18
2025 Q4	$5.98M	Buy	64,398 +5,514	+9%	+$517K	1.13%	18
2025 Q3	$5.52M	Buy	58,884 +57,267	+3,542%	+$5.11M	1.04%	18
2025 Q2	$139K	Sell	1,617 -1,600	-50%	-$124K	0.03%	338
2025 Q1	$237K	Sell	3,217 -340	-10%	-$27.3K	0.06%	299
2024 Q4	$288K	Hold	3,557	–	–	0.08%	220
2024 Q3	$273K	Buy	3,557 +300	+9%	+$22.3K	0.08%	232
2024 Q2	$245K	Buy	+3,257	New	+$231K	0.07%	242

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

Founders Financial Alliance's JGRO Position: Q2 2026 in Review

Founders Financial Alliance increased its JPMorgan Active Growth ETF (JGRO) stake by 2.3% in Q2 2026, buying an estimated $146K and bringing the position to 68,988 shares worth $6.8M. The position accounts for 0.9% of the portfolio, ranked #24.

Founders Financial Alliance first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Founders Financial Alliance held 68,988 shares of JPMorgan Active Growth ETF worth $6.8M as of Q2 2026.
Founders Financial Alliance bought 1,548 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $146K.
JPMorgan Active Growth ETF made up 0.9% of Founders Financial Alliance's portfolio in Q2 2026, its #24 holding.
Founders Financial Alliance first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.