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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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Great Valley Advisor Group's JGRO Position: Q1 2026 in Review

Great Valley Advisor Group reduced its JPMorgan Active Growth ETF (JGRO) stake by 2.8% in Q1 2026, selling an estimated $1.4M and leaving 550,429 shares worth $46.5M. The position accounts for 0.85% of the portfolio, ranked #25.

Great Valley Advisor Group first reported a position in JGRO in Q2 2024 and has held it in 8 quarters since. The position peaked at $52.5M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Great Valley Advisor Group held 550,429 shares of JPMorgan Active Growth ETF worth $46.5M as of Q1 2026.
  • Great Valley Advisor Group sold 15,734 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $1.4M.
  • JPMorgan Active Growth ETF made up 0.85% of Great Valley Advisor Group's portfolio in Q1 2026, its #25 holding.
  • Great Valley Advisor Group first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Great Valley Advisor Group's JPMorgan Active Growth ETF position peaked at $52.5M in Q4 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.