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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
Q2 		$1.53M Buy
15,639
+4,601
+42% +$435K 0.41% 61
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 $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hazlett, Burt & Watson's JGRO Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its JPMorgan Active Growth ETF (JGRO) stake by 42% in Q2 2026, buying an estimated $435K and bringing the position to 15,639 shares worth $1.53M. The position accounts for 0.41% of the portfolio, ranked #61.

Hazlett, Burt & Watson first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Hazlett, Burt & Watson held 15,639 shares of JPMorgan Active Growth ETF worth $1.53M as of Q2 2026.
  • Hazlett, Burt & Watson bought 4,601 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $435K.
  • JPMorgan Active Growth ETF made up 0.41% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #61 holding.
  • Hazlett, Burt & Watson first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.