BFC Planning, Inc.’s JPMorgan Active Growth ETF JGRO Stock Holding History

BFC Planning, Inc.’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	$2.28M	Buy	23,147 +177	+0.8%	+$16.7K	0.09%	219
2026 Q1	$1.94M	Buy	22,970 +1,872	+9%	+$167K	0.09%	231
2025 Q4	$1.96M	Buy	+21,098	New	+$1.98M	0.09%	224

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 $77B AUM 19.24% 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

BFC Planning, Inc.'s JGRO Position: Q2 2026 in Review

BFC Planning, Inc. increased its JPMorgan Active Growth ETF (JGRO) stake by 0.77% in Q2 2026, buying an estimated $16.7K and bringing the position to 23,147 shares worth $2.28M. The position accounts for 0.09% of the portfolio, ranked #219.

BFC Planning, Inc. first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

BFC Planning, Inc. held 23,147 shares of JPMorgan Active Growth ETF worth $2.28M as of Q2 2026.
BFC Planning, Inc. bought 177 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $16.7K.
JPMorgan Active Growth ETF made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #219 holding.
BFC Planning, Inc. first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
373 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.