Foundry Financial Group
JGRO icon

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
Q3 		$1.77M Sell
18,349
-123,346
-87% -$11.7M 0.74% 23
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

Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Foundry Financial Group's JGRO Position: Q3 2026 in Review

Foundry Financial Group reduced its JPMorgan Active Growth ETF (JGRO) stake by 87% in Q3 2026, selling an estimated $11.7M and leaving 18,349 shares worth $1.77M. The position accounts for 0.74% of the portfolio, ranked #23.

Foundry Financial Group first reported a position in JGRO in Q2 2024 and has held it in 10 quarters since. The position peaked at $14M in Q2 2026. 187 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • Foundry Financial Group held 18,349 shares of JPMorgan Active Growth ETF worth $1.77M as of Q3 2026.
  • Foundry Financial Group sold 123,346 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $11.7M.
  • JPMorgan Active Growth ETF made up 0.74% of Foundry Financial Group's portfolio in Q3 2026, its #23 holding.
  • Foundry Financial Group first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 10 quarters since.
  • Foundry Financial Group's JPMorgan Active Growth ETF position peaked at $14M in Q2 2026.
  • 187 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Foundry Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.