Jones Financial Companies
JGRO icon

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
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

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LPL Financial
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Ameriprise
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return