Independent Financial Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Independent Financial Group’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	$593K	Sell	6,017 -1,235	-17%	-$117K	0.01%	916
2026 Q1	$613K	Sell	7,252 -1,286	-15%	-$115K	0.01%	821
2025 Q4	$792K	Sell	8,538 -1,157	-12%	-$108K	0.02%	708
2025 Q3	$909K	Sell	9,695 -16,569	-63%	-$1.48M	0.02%	626
2025 Q2	$2.26M	Sell	26,264 -20,506	-44%	-$1.59M	0.06%	308
2025 Q1	$3.45M	Buy	46,770 +42,456	+984%	+$3.41M	0.12%	176
2024 Q4	$350K	Buy	+4,314	New	+$347K	0.01%	843

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

Independent Financial Group's JGRO Position: Q2 2026 in Review

Independent Financial Group reduced its JPMorgan Active Growth ETF (JGRO) stake by 17% in Q2 2026, selling an estimated $117K and leaving 6,017 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #916.

Independent Financial Group first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.45M in Q1 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Independent Financial Group held 6,017 shares of JPMorgan Active Growth ETF worth $593K as of Q2 2026.
Independent Financial Group sold 1,235 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $117K.
JPMorgan Active Growth ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #916 holding.
Independent Financial Group first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
Independent Financial Group's JPMorgan Active Growth ETF position peaked at $3.45M in Q1 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.