Greenbush Financial Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Greenbush Financial 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	$10.9M	Buy	110,373 +4,677	+4%	+$442K	3.2%	13
2026 Q1	$8.93M	Sell	105,696 -26,179	-20%	-$2.33M	2.96%	15
2025 Q4	$12.2M	Buy	131,875 +16,834	+15%	+$1.58M	4.16%	9
2025 Q3	$10.8M	Buy	115,041 +9,633	+9%	+$860K	4.14%	8
2025 Q2	$9.07M	Sell	105,408 -13,285	-11%	-$1.03M	3.95%	11
2025 Q1	$8.76M	Buy	118,693 +40,301	+51%	+$3.24M	4.36%	8
2024 Q4	$6.35M	Buy	+78,392	New	+$6.3M	3.35%	14

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

Greenbush Financial Group's JGRO Position: Q2 2026 in Review

Greenbush Financial Group increased its JPMorgan Active Growth ETF (JGRO) stake by 4.4% in Q2 2026, buying an estimated $442K and bringing the position to 110,373 shares worth $10.9M. The position accounts for 3.2% of the portfolio, ranked #13.

Greenbush Financial Group first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Greenbush Financial Group held 110,373 shares of JPMorgan Active Growth ETF worth $10.9M as of Q2 2026.
Greenbush Financial Group bought 4,677 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $442K.
JPMorgan Active Growth ETF made up 3.2% of Greenbush Financial Group's portfolio in Q2 2026, its #13 holding.
Greenbush Financial Group first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
Greenbush Financial Group's JPMorgan Active Growth ETF position peaked at $12.2M in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.