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Hazlett, Burt & Watson’s JPMorgan Active Growth ETF JGRO Stock Holding History

Hazlett, Burt & Watson’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 		$936K Buy
11,038
+2,310
+26% +$206K 0.29% 83
2025
Q4 		$810K Buy
8,728
+7,312
+516% +$685K 0.26% 90
2025
Q3 		$133K Buy
+1,416
New +$126K 0.05% 281
2025
Q2 		– Sell
-84
Closed -$6K – 827
2025
Q1 		$6K Hold
84
– – ﹤0.01% 637
2024
Q4 		$7K Buy
+84
New +$6.75K ﹤0.01% 584

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

Hazlett, Burt & Watson's JGRO Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its JPMorgan Active Growth ETF (JGRO) stake by 26% in Q1 2026, buying an estimated $206K and bringing the position to 11,038 shares worth $936K. The position accounts for 0.29% of the portfolio, ranked #83.

Hazlett, Burt & Watson first reported a position in JGRO in Q4 2024 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Hazlett, Burt & Watson held 11,038 shares of JPMorgan Active Growth ETF worth $936K as of Q1 2026.
  • Hazlett, Burt & Watson bought 2,310 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $206K.
  • JPMorgan Active Growth ETF made up 0.29% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #83 holding.
  • Hazlett, Burt & Watson first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.