GRP
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Global Retirement Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Global Retirement Partners’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
2025
Q4 		$2.42M Buy
26,045
+222
+0.9% +$20.8K 0.04% 382
2025
Q3 		$2.42M Buy
25,823
+2,070
+9% +$185K 0.05% 312
2025
Q2 		$2.04M Buy
+23,753
New +$1.85M 0.05% 331
2024
Q4 		$766K Sell
9,449
-10
-0.1% -$804 0.02% 510
2024
Q3 		$727K Sell
9,459
-904
-9% -$67.1K 0.02% 527
2024
Q2 		$779K Buy
10,363
+8,812
+568% +$624K 0.02% 491
2024
Q1 		$109K Buy
1,551
+1,276
+464% +$84.5K ﹤0.01% 1041
2023
Q4 		$17K Buy
275
+224
+439% +$12.7K ﹤0.01% 1837
2023
Q3 		$2.75K Buy
+51
New +$2.85K ﹤0.01% 2412

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Retirement Partners's JGRO Position: Q4 2025 in Review

Global Retirement Partners increased its JPMorgan Active Growth ETF (JGRO) stake by 0.86% in Q4 2025, buying an estimated $20.8K and bringing the position to 26,045 shares worth $2.42M. The position accounts for 0.04% of the portfolio, ranked #382.

Global Retirement Partners first reported a position in JGRO in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.42M in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q4 2025.

  • Global Retirement Partners held 26,045 shares of JPMorgan Active Growth ETF worth $2.42M as of Q4 2025.
  • Global Retirement Partners bought 222 JPMorgan Active Growth ETF shares in Q4 2025, an estimated $20.8K.
  • JPMorgan Active Growth ETF made up 0.04% of Global Retirement Partners's portfolio in Q4 2025, its #382 holding.
  • Global Retirement Partners first reported a position in JPMorgan Active Growth ETF in Q3 2023 and has held it in 9 quarters since.
  • Global Retirement Partners's JPMorgan Active Growth ETF position peaked at $2.42M in Q3 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.