Foundry Financial Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Foundry Financial Group’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	$14M	Buy	141,695 +5,539	+4%	+$524K	6.04%	5
2026 Q1	$11.5M	Buy	136,156 +18,806	+16%	+$1.68M	5.71%	6
2025 Q4	$10.9M	Buy	117,350 +10,416	+10%	+$976K	5.45%	6
2025 Q3	$10M	Buy	106,934 +43,422	+68%	+$3.87M	5.26%	5
2025 Q2	$5.47M	Sell	63,512 -94	-0.1%	-$7.31K	3.11%	12
2025 Q1	$4.69M	Buy	63,606 +1,566	+3%	+$126K	2.89%	14
2024 Q4	$5.03M	Buy	62,040 +174	+0.3%	+$14K	3.11%	14
2024 Q3	$4.76M	Buy	61,866 +1,279	+2%	+$94.9K	2.97%	15
2024 Q2	$4.55M	Buy	+60,587	New	+$4.29M	3.14%	13

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

Foundry Financial Group's JGRO Position: Q2 2026 in Review

Foundry Financial Group increased its JPMorgan Active Growth ETF (JGRO) stake by 4.1% in Q2 2026, buying an estimated $524K and bringing the position to 141,695 shares worth $14M. The position accounts for 6.04% of the portfolio, ranked #5.

Foundry Financial Group 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.

Foundry Financial Group held 141,695 shares of JPMorgan Active Growth ETF worth $14M as of Q2 2026.
Foundry Financial Group bought 5,539 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $524K.
JPMorgan Active Growth ETF made up 6.04% of Foundry Financial Group's portfolio in Q2 2026, its #5 holding.
Foundry Financial Group 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 Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.