HAP
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Harbor Asset Planning’s JPMorgan Active Growth ETF JGRO Stock Holding History

Harbor Asset Planning’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 		– Sell
-371
Closed -$34.4K – 434
2025
Q4 		$34.4K Buy
+371
New +$34.8K 0.03% 238

Other funds holding JGRO

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Ameriprise
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CAPTRUST Financial Advisors
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Raymond James Financial
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Jones Financial Companies
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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 $38B AUM 19.66% 1-Year Est. Return