Jones Financial Companies’s JPMorgan Active Growth ETF JGRO Stock Holding History

Jones Financial Companies’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	$318M	Buy	3,383,745 +453,502	+15%	+$42.9M	0.13%	84
2026 Q1	$240M	Buy	2,930,243 +446,686	+18%	+$39.8M	0.12%	88
2025 Q4	$230M	Buy	2,483,557 +360,645	+17%	+$33.8M	0.14%	60
2025 Q3	$197M	Buy	2,122,912 +365,746	+21%	+$32.6M	0.13%	58
2025 Q2	$150M	Buy	1,757,166 +812,419	+86%	+$63.2M	0.11%	64
2025 Q1	$69.6M	Buy	944,747 +450,998	+91%	+$36.3M	0.06%	86
2024 Q4	$40M	Buy	493,749 +309,871	+169%	+$24.9M	0.04%	101
2024 Q3	$14.1M	Buy	183,878 +120,134	+188%	+$8.91M	0.01%	174
2024 Q2	$4.79M	Buy	63,744 +59,590	+1,435%	+$4.22M	0.01%	212
2024 Q1	$292K	Buy	+4,154	New	+$275K	﹤0.01%	404

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies's JGRO Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Active Growth ETF (JGRO) stake by 15% in Q2 2026, buying an estimated $42.9M and bringing the position to 3,383,745 shares worth $318M. The position accounts for 0.13% of the portfolio, ranked #84.

Jones Financial Companies first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Jones Financial Companies held 3,383,745 shares of JPMorgan Active Growth ETF worth $318M as of Q2 2026.
Jones Financial Companies bought 453,502 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $42.9M.
JPMorgan Active Growth ETF made up 0.13% of Jones Financial Companies's portfolio in Q2 2026, its #84 holding.
Jones Financial Companies first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.