IFP Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

IFP Advisors’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	$4.33M	Buy	43,923 +5,563	+15%	+$526K	0.08%	289
2026 Q1	$3.24M	Buy	38,360 +1,724	+5%	+$154K	0.07%	320
2025 Q4	$3.4M	Buy	36,636 +4,762	+15%	+$446K	0.08%	283
2025 Q3	$2.99M	Sell	31,874 -5,488	-15%	-$490K	0.08%	278
2025 Q2	$3.22M	Buy	37,362 +5,750	+18%	+$447K	0.09%	244
2025 Q1	$2.33M	Buy	31,612 +1,517	+5%	+$122K	0.07%	324
2024 Q4	$2.44M	Buy	30,095 +8,740	+41%	+$702K	0.08%	282
2024 Q3	$1.64M	Buy	21,355 +15,358	+256%	+$1.14M	0.06%	346
2024 Q2	$451K	Buy	5,997 +131	+2%	+$9.27K	0.02%	695
2024 Q1	$412K	Buy	5,866 +778	+15%	+$51.6K	0.02%	679
2023 Q4	$311K	Buy	5,088 +4,931	+3,141%	+$281K	0.01%	752
2023 Q3	$8.46K	Hold	157	–	–	﹤0.01%	2322
2023 Q2	$8.75K	Hold	157	–	–	﹤0.01%	2347
2023 Q1	$7.76K	Buy	+157	New	+$7.38K	﹤0.01%	2397

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

IFP Advisors's JGRO Position: Q2 2026 in Review

IFP Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 15% in Q2 2026, buying an estimated $526K and bringing the position to 43,923 shares worth $4.33M. The position accounts for 0.08% of the portfolio, ranked #289.

IFP Advisors first reported a position in JGRO in Q1 2023 and has held it in 14 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

IFP Advisors held 43,923 shares of JPMorgan Active Growth ETF worth $4.33M as of Q2 2026.
IFP Advisors bought 5,563 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $526K.
JPMorgan Active Growth ETF made up 0.08% of IFP Advisors's portfolio in Q2 2026, its #289 holding.
IFP Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2023 and has held it in 14 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.