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 Q2	$5.67M	Sell	57,524 -33,180	-37%	-$3.14M	0.12%	203
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	Buy	129,751 +25,721	+25%	+$2M	0.27%	88
2025 Q1	$7.68M	Sell	104,030 -7,573	-7%	-$609K	0.26%	93
2024 Q4	$9.04M	Buy	+111,603	New	+$8.97M	0.32%	67

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

Geneos Wealth Management's JGRO Position: Q2 2026 in Review

Geneos Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 37% in Q2 2026, selling an estimated $3.14M and leaving 57,524 shares worth $5.67M. The position accounts for 0.12% of the portfolio, ranked #203.

Geneos Wealth Management first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5M in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Geneos Wealth Management held 57,524 shares of JPMorgan Active Growth ETF worth $5.67M as of Q2 2026.
Geneos Wealth Management sold 33,180 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $3.14M.
JPMorgan Active Growth ETF made up 0.12% of Geneos Wealth Management's portfolio in Q2 2026, its #203 holding.
Geneos Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's JPMorgan Active Growth ETF position peaked at $12.5M in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.