Jim Simons’s JPMorgan Active Growth ETF JGRO Stock Holding History

Jim Simons’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	$549K	Sell	6,500 -13,300	-67%	-$1.19M	﹤0.01%	2564
2025 Q4	$1.84M	Buy	19,800 +8,200	+71%	+$769K	﹤0.01%	1918
2025 Q3	$1.09M	Buy	11,600 +1,500	+15%	+$134K	﹤0.01%	2439
2025 Q2	$869K	Sell	10,100 -6,100	-38%	-$474K	﹤0.01%	2579
2025 Q1	$1.2M	Sell	16,200 -21,700	-57%	-$1.74M	﹤0.01%	2298
2024 Q4	$3.07M	Buy	37,900 +32,800	+643%	+$2.64M	﹤0.01%	1759
2024 Q3	$392K	Sell	5,100 -9,300	-65%	-$690K	﹤0.01%	2884
2024 Q2	$1.08M	Buy	+14,400	New	+$1.02M	﹤0.01%	2277

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jim Simons's JGRO Position: Q1 2026 in Review

Jim Simons reduced its JPMorgan Active Growth ETF (JGRO) stake by 67% in Q1 2026, selling an estimated $1.19M and leaving 6,500 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Jim Simons first reported a position in JGRO in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.07M in Q4 2024. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Jim Simons held 6,500 shares of JPMorgan Active Growth ETF worth $549K as of Q1 2026.
Jim Simons sold 13,300 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $1.19M.
JPMorgan Active Growth ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2564 holding.
Jim Simons first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 8 quarters since.
Jim Simons's JPMorgan Active Growth ETF position peaked at $3.07M in Q4 2024.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.