Janney Montgomery Scott
JGRO icon

Janney Montgomery Scott’s JPMorgan Active Growth ETF JGRO Stock Holding History

Janney Montgomery Scott’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 		$125M Sell
1,270,516
-287,860
-18% -$27.2M 0.24% 89
2026
Q1 		$132M Sell
1,558,376
-32,241
-2% -$2.87M 0.33% 61
2025
Q4 		$148M Buy
1,590,617
+90,051
+6% +$8.44M 0.34% 55
2025
Q3 		$141M Buy
1,500,566
+13,276
+0.9% +$1.18M 0.33% 58
2025
Q2 		$128M Buy
1,487,290
+205,582
+16% +$16M 0.33% 58
2025
Q1 		$94.6M Buy
1,281,708
+323,282
+34% +$26M 0.27% 75
2024
Q4 		$77.7M Buy
958,426
+73,593
+8% +$5.91M 0.22% 95
2024
Q3 		$68M Buy
884,833
+91,985
+12% +$6.82M 0.19% 109
2024
Q2 		$59.6M Buy
792,848
+203,012
+34% +$14.4M 0.18% 110
2024
Q1 		$41.4M Buy
589,836
+86,913
+17% +$5.76M 0.12% 168
2023
Q4 		$30.7M Buy
502,923
+121,769
+32% +$6.93M 0.1% 202
2023
Q3 		$20.5M Buy
381,154
+27,711
+8% +$1.55M 0.08% 251
2023
Q2 		$19.7M Buy
353,443
+96,785
+38% +$4.95M 0.07% 265
2023
Q1 		$12.6M Buy
256,658
+38,179
+17% +$1.79M 0.05% 346
2022
Q4 		$9.71M Buy
+218,479
New +$9.9M 0.04% 446

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott's JGRO Position: Q2 2026 in Review

Janney Montgomery Scott reduced its JPMorgan Active Growth ETF (JGRO) stake by 18% in Q2 2026, selling an estimated $27.2M and leaving 1,270,516 shares worth $125M. The position accounts for 0.24% of the portfolio, ranked #89.

Janney Montgomery Scott first reported a position in JGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $148M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Janney Montgomery Scott held 1,270,516 shares of JPMorgan Active Growth ETF worth $125M as of Q2 2026.
  • Janney Montgomery Scott sold 287,860 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $27.2M.
  • JPMorgan Active Growth ETF made up 0.24% of Janney Montgomery Scott's portfolio in Q2 2026, its #89 holding.
  • Janney Montgomery Scott first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Janney Montgomery Scott's JPMorgan Active Growth ETF position peaked at $148M in Q4 2025.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.