IF
JGRO icon

Intrua Financial’s JPMorgan Active Growth ETF JGRO Stock Holding History

Intrua Financial’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 		$620K Buy
6,284
+510
+9% +$48.2K 0.06% 244
2026
Q1 		$488K Buy
5,774
+130
+2% +$11.6K 0.05% 266
2025
Q4 		$524K Buy
5,644
+678
+14% +$63.5K 0.06% 250
2025
Q3 		$466K Buy
4,966
+30
+0.6% +$2.68K 0.05% 266
2025
Q2 		$425K Buy
4,936
+458
+10% +$35.6K 0.06% 236
2025
Q1 		$330K Buy
+4,478
New +$360K 0.05% 261

Other funds holding JGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Intrua Financial's JGRO Position: Q2 2026 in Review

Intrua Financial increased its JPMorgan Active Growth ETF (JGRO) stake by 8.8% in Q2 2026, buying an estimated $48.2K and bringing the position to 6,284 shares worth $620K. The position accounts for 0.06% of the portfolio, ranked #244.

Intrua Financial first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Intrua Financial held 6,284 shares of JPMorgan Active Growth ETF worth $620K as of Q2 2026.
  • Intrua Financial bought 510 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $48.2K.
  • JPMorgan Active Growth ETF made up 0.06% of Intrua Financial's portfolio in Q2 2026, its #244 holding.
  • Intrua Financial first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 211 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.