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 Q2	$323K	Sell	3,273 -1,534	-32%	-$145K	0.01%	627
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 $1.81T 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

GeoWealth Management's JGRO Position: Q2 2026 in Review

GeoWealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 32% in Q2 2026, selling an estimated $145K and leaving 3,273 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #627.

GeoWealth Management first reported a position in JGRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.18M in Q2 2023. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

GeoWealth Management held 3,273 shares of JPMorgan Active Growth ETF worth $323K as of Q2 2026.
GeoWealth Management sold 1,534 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $145K.
JPMorgan Active Growth ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #627 holding.
GeoWealth Management first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 13 quarters since.
GeoWealth Management's JPMorgan Active Growth ETF position peaked at $1.18M in Q2 2023.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.