John Overdeck’s JPMorgan Active Growth ETF JGRO Stock Holding History

John Overdeck’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	–	Sell	-28,900	Closed	-$2.44M	–	5251
2026 Q1	$2.44M	Sell	28,900 -385,400	-93%	-$34.4M	﹤0.01%	2604
2025 Q4	$38.4M	Buy	414,300 +379,800	+1,101%	+$35.6M	0.05%	431
2025 Q3	$3.23M	Sell	34,500 -427,800	-93%	-$38.2M	﹤0.01%	1799
2025 Q2	$39.8M	Buy	+462,300	New	+$35.9M	0.07%	342
2025 Q1	–	Sell	-84,000	Closed	-$6.81M	–	3352
2024 Q4	$6.81M	Buy	+84,000	New	+$6.75M	0.01%	935
2024 Q1	–	Sell	-19,600	Closed	-$1.2M	–	3196
2023 Q4	$1.2M	Buy	+19,600	New	+$1.12M	﹤0.01%	1970

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

John Overdeck's JGRO Position: Q2 2026 in Review

John Overdeck sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 28,900 shares — an estimated $2.44M sold.

John Overdeck first reported a position in JGRO in Q4 2023 and held it in 6 quarters. The position peaked at $39.8M in Q2 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

John Overdeck reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 28,900 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $2.44M.
John Overdeck first reported a position in JPMorgan Active Growth ETF in Q4 2023 and held it in 6 quarters.
John Overdeck's JPMorgan Active Growth ETF position peaked at $39.8M in Q2 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.