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
2026 Q2	$2.71M	Buy	+27,537	New	+$2.6M	0.04%	396
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 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

Global Retirement Partners's JGRO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2026: 27,537 shares worth $2.71M. The stake represents 0.04% of the portfolio and ranks #396 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JGRO as recently as Q4 2025.

Global Retirement Partners first reported a position in JGRO in Q3 2023 and has held it in 10 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Global Retirement Partners held 27,537 shares of JPMorgan Active Growth ETF worth $2.71M as of Q2 2026.
JPMorgan Active Growth ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan Active Growth ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #396 holding.
Global Retirement Partners first reported a position in JPMorgan Active Growth ETF in Q3 2023 and has held it in 10 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.