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Golden State Equity Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Golden State Equity 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 		– Sell
-28,096
Closed -$2.37M – 1063
2026
Q1 		$2.37M Buy
+28,096
New +$2.5M 0.18% 129

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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Golden State Equity Partners's JGRO Position: Q2 2026 in Review

Golden State Equity Partners sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 28,096 shares — an estimated $2.37M sold.

Golden State Equity Partners first reported a position in JGRO in Q1 2026 and held it in 1 quarter. The position peaked at $2.37M in Q1 2026. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Golden State Equity Partners reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 28,096 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $2.37M.
  • Golden State Equity Partners first reported a position in JPMorgan Active Growth ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's JPMorgan Active Growth ETF position peaked at $2.37M in Q1 2026.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.