Great Valley Advisor Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Great Valley Advisor Group’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	$57M	Buy	578,497 +28,068	+5%	+$2.65M	0.9%	24
2026 Q1	$46.5M	Sell	550,429 -15,734	-3%	-$1.4M	0.85%	25
2025 Q4	$52.5M	Buy	566,163 +35,761	+7%	+$3.35M	1.01%	19
2025 Q3	$49.7M	Sell	530,402 -9,611	-2%	-$858K	1%	20
2025 Q2	$46.5M	Sell	540,013 -116,926	-18%	-$9.09M	1.03%	18
2025 Q1	$48.5M	Buy	656,939 +497,464	+312%	+$40M	1.04%	19
2024 Q4	$12.9M	Buy	159,475 +14,711	+10%	+$1.18M	0.29%	89
2024 Q3	$11.1M	Buy	144,764 +92,123	+175%	+$6.83M	0.27%	93
2024 Q2	$3.96M	Buy	+52,641	New	+$3.73M	0.11%	193

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

Great Valley Advisor Group's JGRO Position: Q2 2026 in Review

Great Valley Advisor Group increased its JPMorgan Active Growth ETF (JGRO) stake by 5.1% in Q2 2026, buying an estimated $2.65M and bringing the position to 578,497 shares worth $57M. The position accounts for 0.9% of the portfolio, ranked #24.

Great Valley Advisor Group first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Great Valley Advisor Group held 578,497 shares of JPMorgan Active Growth ETF worth $57M as of Q2 2026.
Great Valley Advisor Group bought 28,068 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $2.65M.
JPMorgan Active Growth ETF made up 0.9% of Great Valley Advisor Group's portfolio in Q2 2026, its #24 holding.
Great Valley Advisor Group first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.