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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Integrated Wealth Concepts's JGRO Position: Q1 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Active Growth ETF (JGRO) stake by 211% in Q1 2026, buying an estimated $21.7M and bringing the position to 357,993 shares worth $30.3M. The position accounts for 0.24% of the portfolio, ranked #84.

Integrated Wealth Concepts first reported a position in JGRO in Q1 2024 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Integrated Wealth Concepts held 357,993 shares of JPMorgan Active Growth ETF worth $30.3M as of Q1 2026.
  • Integrated Wealth Concepts bought 242,893 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $21.7M.
  • JPMorgan Active Growth ETF made up 0.24% of Integrated Wealth Concepts's portfolio in Q1 2026, its #84 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.