Geneos Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Geneos Wealth Management’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	$7.67M	Sell	90,704 -43,500	-32%	-$3.88M	0.18%	135
2025 Q4	$12.5M	Buy	134,204 +2,725	+2%	+$255K	0.3%	76
2025 Q3	$12.3M	Buy	131,479 +1,728	+1%	+$154K	0.31%	73
2025 Q2	$11.2M	Sell	129,751 -115,369	-47%	-$8.97M	0.27%	88
2025 Q1	$18.1M	Buy	245,120 +133,517	+120%	+$10.7M	0.26%	95
2024 Q4	$9.04M	Buy	+111,603	New	+$8.97M	0.32%	67

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Geneos Wealth Management's JGRO Position: Q1 2026 in Review

Geneos Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 32% in Q1 2026, selling an estimated $3.88M and leaving 90,704 shares worth $7.67M. The position accounts for 0.18% of the portfolio, ranked #135.

Geneos Wealth Management first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.1M in Q1 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Geneos Wealth Management held 90,704 shares of JPMorgan Active Growth ETF worth $7.67M as of Q1 2026.
Geneos Wealth Management sold 43,500 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $3.88M.
JPMorgan Active Growth ETF made up 0.18% of Geneos Wealth Management's portfolio in Q1 2026, its #135 holding.
Geneos Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
Geneos Wealth Management's JPMorgan Active Growth ETF position peaked at $18.1M in Q1 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.