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IFC & Insurance Marketing’s JPMorgan Active Growth ETF JGRO Stock Holding History

IFC & Insurance Marketing’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
-218
Closed -$20K – 387
2025
Q4 		$20K Buy
+218
New +$20.4K 0.02% 279

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CAPTRUST Financial Advisors
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IFC & Insurance Marketing's JGRO Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2026, closing a stake of 218 shares — an estimated $20K sold.

IFC & Insurance Marketing first reported a position in JGRO in Q4 2025 and held it in 1 quarter. The position peaked at $20K in Q4 2025. 353 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining JPMorgan Active Growth ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 218 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $20K.
  • IFC & Insurance Marketing first reported a position in JPMorgan Active Growth ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's JPMorgan Active Growth ETF position peaked at $20K in Q4 2025.
  • 353 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.