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	$71.7M	Buy	727,558 +369,565	+103%	+$34.9M	0.35%	59
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	$9.85M	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 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

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

Integrated Wealth Concepts increased its JPMorgan Active Growth ETF (JGRO) stake by 103% in Q2 2026, buying an estimated $34.9M and bringing the position to 727,558 shares worth $71.7M. The position accounts for 0.35% of the portfolio, ranked #59.

Integrated Wealth Concepts first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Integrated Wealth Concepts held 727,558 shares of JPMorgan Active Growth ETF worth $71.7M as of Q2 2026.
Integrated Wealth Concepts bought 369,565 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $34.9M.
JPMorgan Active Growth ETF made up 0.35% of Integrated Wealth Concepts's portfolio in Q2 2026, its #59 holding.
Integrated Wealth Concepts first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
370 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.