Integrated Wealth Concepts
JGRO icon

Integrated Wealth Concepts’s JPMorgan Active Growth ETF JGRO Stock Holding History

Integrated Wealth Concepts’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 		$67.9M Buy
688,667
+330,674
+92% +$31.3M 0.44% 43
2026
Q1 		$30.3M Buy
357,993
+242,893
+211% +$21.7M 0.24% 84
2025
Q4 		$10.7M Sell
115,100
-169,301
-60% -$15.9M 0.13% 152
2025
Q3 		$26.7M Buy
284,401
+170,010
+149% +$15.2M 0.24% 90
2025
Q2 		$9.8M Buy
114,391
+12,462
+12% +$969K 0.1% 191
2025
Q1 		$7.52M Buy
101,929
+13,409
+15% +$1.08M 0.09% 231
2024
Q4 		$7.17M Buy
88,520
+12,215
+16% +$982K 0.08% 227
2024
Q3 		$5.87M Buy
76,305
+52,880
+226% +$3.92M 0.07% 250
2024
Q2 		$1.76M Buy
23,425
+11,332
+94% +$802K 0.02% 554
2024
Q1 		$849K Buy
+12,093
New +$801K 0.01% 829

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

Integrated Wealth Concepts's JGRO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Active Growth ETF (JGRO) stake by 92% in Q2 2026, buying an estimated $31.3M and bringing the position to 688,667 shares worth $67.9M. The position accounts for 0.44% of the portfolio, ranked #43.

Integrated Wealth Concepts first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. 371 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Integrated Wealth Concepts held 688,667 shares of JPMorgan Active Growth ETF worth $67.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 330,674 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $31.3M.
  • JPMorgan Active Growth ETF made up 0.44% of Integrated Wealth Concepts's portfolio in Q2 2026, its #43 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 371 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.