IFG Advisory’s JPMorgan Active Growth ETF JGRO Stock Holding History

IFG Advisory’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	$4.97M	Buy	+50,427	New	+$4.77M	0.17%	151
2026 Q1	–	Sell	-46,483	Closed	-$4.31M	–	641
2025 Q4	$4.31M	Buy	46,483 +352	+0.8%	+$33K	0.19%	141
2025 Q3	$4.32M	Sell	46,131 -3,650	-7%	-$326K	0.2%	136
2025 Q2	$4.28M	Buy	49,781 +30,906	+164%	+$2.4M	0.22%	124
2025 Q1	$1.39M	Buy	18,875 +2,108	+13%	+$169K	0.08%	269
2024 Q4	$1.36M	Buy	16,767 +2,321	+16%	+$187K	0.08%	255
2024 Q3	$1.11M	Sell	14,446 -299	-2%	-$22.2K	0.07%	262
2024 Q2	$1.11M	Sell	14,745 -9,303	-39%	-$659K	0.07%	263
2024 Q1	$845K	Buy	+24,048	New	+$1.59M	0.06%	267

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

IFG Advisory's JGRO Position: Q2 2026 in Review

IFG Advisory opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2026: 50,427 shares worth $4.97M. The stake represents 0.17% of the portfolio and ranks #151 among its holdings. This is a return to the name: IFG Advisory previously reported a position in JGRO as recently as Q4 2025.

IFG Advisory first reported a position in JGRO in Q1 2024 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

IFG Advisory held 50,427 shares of JPMorgan Active Growth ETF worth $4.97M as of Q2 2026.
JPMorgan Active Growth ETF was a new IFG Advisory position in Q2 2026.
JPMorgan Active Growth ETF made up 0.17% of IFG Advisory's portfolio in Q2 2026, its #151 holding.
IFG Advisory first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 9 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.