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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
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

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
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Ameriprise
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return