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Johnson Financial Group LLC (Colorado)’s JPMorgan Active Growth ETF JGRO Stock Holding History

Johnson Financial Group LLC (Colorado)’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
-4,619
Closed -$390K – 286
2026
Q1 		$390K Buy
+4,619
New +$412K 0.03% 109

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CAPTRUST Financial Advisors
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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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

Johnson Financial Group LLC (Colorado)'s JGRO Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 4,619 shares — an estimated $390K sold.

Johnson Financial Group LLC (Colorado) first reported a position in JGRO in Q1 2026 and held it in 1 quarter. The position peaked at $390K in Q1 2026. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 4,619 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $390K.
  • Johnson Financial Group LLC (Colorado) first reported a position in JPMorgan Active Growth ETF in Q1 2026 and held it in 1 quarter.
  • Johnson Financial Group LLC (Colorado)'s JPMorgan Active Growth ETF position peaked at $390K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.