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Kelly Financial Services’s JPMorgan Active Growth ETF JGRO Stock Holding History

Kelly Financial Services’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 		$242K Sell
2,455
-33
-1% -$3.12K 0.05% 122
2026
Q1 		$210K Buy
+2,488
New +$222K 0.05% 124
2024
Q3 		– Sell
-171
Closed -$12.9K – 448
2024
Q2 		$12.9K Buy
+171
New +$12.1K ﹤0.01% 394

Other funds holding JGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Kelly Financial Services's JGRO Position: Q2 2026 in Review

Kelly Financial Services reduced its JPMorgan Active Growth ETF (JGRO) stake by 1.3% in Q2 2026, selling an estimated $3.12K and leaving 2,455 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #122.

Kelly Financial Services first reported a position in JGRO in Q2 2024 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Kelly Financial Services held 2,455 shares of JPMorgan Active Growth ETF worth $242K as of Q2 2026.
  • Kelly Financial Services sold 33 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $3.12K.
  • JPMorgan Active Growth ETF made up 0.05% of Kelly Financial Services's portfolio in Q2 2026, its #122 holding.
  • Kelly Financial Services first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.