J.W. Cole Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

J.W. Cole Advisors’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	$2.19M	Buy	+22,210	New	+$2.1M	0.04%	470
2026 Q1	–	Sell	-19,485	Closed	-$1.81M	–	1151
2025 Q4	$1.81M	Buy	19,485 +1,112	+6%	+$104K	0.04%	425
2025 Q3	$1.72M	Buy	18,373 +946	+5%	+$84.4K	0.03%	524
2025 Q2	$1.5M	Buy	17,427 +490	+3%	+$38.1K	0.03%	527
2025 Q1	$1.25M	Buy	16,937 +5,606	+49%	+$451K	0.04%	463
2024 Q4	$918K	Buy	11,331 +2,141	+23%	+$172K	0.04%	436
2024 Q3	$707K	Buy	9,190 +80	+0.9%	+$5.93K	0.03%	484
2024 Q2	$685K	Buy	9,110 +5,735	+170%	+$406K	0.03%	434
2024 Q1	$237K	Buy	+3,375	New	+$224K	0.01%	777

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

J.W. Cole Advisors's JGRO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2026: 22,210 shares worth $2.19M. The stake represents 0.04% of the portfolio and ranks #470 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in JGRO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in JGRO in Q1 2024 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

J.W. Cole Advisors held 22,210 shares of JPMorgan Active Growth ETF worth $2.19M as of Q2 2026.
JPMorgan Active Growth ETF was a new J.W. Cole Advisors position in Q2 2026.
JPMorgan Active Growth ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #470 holding.
J.W. Cole Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 9 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.