GeoWealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

GeoWealth 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	$406K	Sell	4,807 -1,090	-18%	-$97.2K	0.01%	515
2025 Q4	$547K	Buy	5,897 +154	+3%	+$14.4K	0.02%	415
2025 Q3	$538K	Sell	5,743 -1,440	-20%	-$129K	0.02%	433
2025 Q2	$618K	Buy	7,183 +1,786	+33%	+$139K	0.02%	356
2025 Q1	$398K	Buy	5,397 +1,035	+24%	+$83.2K	0.02%	477
2024 Q4	$353K	Sell	4,362 -1,154	-21%	-$92.7K	0.01%	573
2024 Q3	$424K	Sell	5,516 -456	-8%	-$33.8K	0.02%	499
2024 Q2	$449K	Sell	5,972 -596	-9%	-$42.2K	0.02%	462
2024 Q1	$461K	Sell	6,568 -5,580	-46%	-$370K	0.02%	458
2023 Q4	$742K	Sell	12,148 -2,431	-17%	-$138K	0.06%	256
2023 Q3	$784K	Sell	14,579 -6,485	-31%	-$362K	0.09%	163
2023 Q2	$1.18M	Buy	+21,064	New	+$1.08M	0.13%	115

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

GeoWealth Management's JGRO Position: Q1 2026 in Review

GeoWealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 18% in Q1 2026, selling an estimated $97.2K and leaving 4,807 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #515.

GeoWealth Management first reported a position in JGRO in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q2 2023. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

GeoWealth Management held 4,807 shares of JPMorgan Active Growth ETF worth $406K as of Q1 2026.
GeoWealth Management sold 1,090 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $97.2K.
JPMorgan Active Growth ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #515 holding.
GeoWealth Management first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 12 quarters since.
GeoWealth Management's JPMorgan Active Growth ETF position peaked at $1.18M in Q2 2023.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.