International Assets Investment Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

International Assets Investment Management’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	$350K	Sell	3,618 -605	-14%	-$57.2K	0.02%	629
2026 Q1	$361K	Hold	4,223	–	–	0.03%	564
2025 Q4	$392K	Hold	4,223	–	–	0.03%	541
2025 Q3	$359K	Hold	4,223	–	–	0.03%	546
2025 Q2	$363K	Buy	4,223 +1,423	+51%	+$111K	0.03%	547
2025 Q1	$207K	Buy	2,800 +67	+2%	+$5.39K	0.02%	701
2024 Q4	$222K	Buy	+2,733	New	+$220K	0.02%	714

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

International Assets Investment Management's JGRO Position: Q2 2026 in Review

International Assets Investment Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 14% in Q2 2026, selling an estimated $57.2K and leaving 3,618 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #629.

International Assets Investment Management first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

International Assets Investment Management held 3,618 shares of JPMorgan Active Growth ETF worth $350K as of Q2 2026.
International Assets Investment Management sold 605 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $57.2K.
JPMorgan Active Growth ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #629 holding.
International Assets Investment Management first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
International Assets Investment Management's JPMorgan Active Growth ETF position peaked at $392K in Q4 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.