Kestra Advisory Services’s JPMorgan Active Growth ETF JGRO Stock Holding History

Kestra Advisory 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 Q1	$16.6M	Sell	196,395 -7,954	-4%	-$709K	0.06%	313
2025 Q4	$19M	Buy	204,349 +8,713	+4%	+$817K	0.08%	259
2025 Q3	$18.3M	Buy	195,636 +11,439	+6%	+$1.02M	0.08%	235
2025 Q2	$15.9M	Sell	184,197 -32,483	-15%	-$2.53M	0.08%	253
2025 Q1	$16M	Sell	216,680 -395,732	-65%	-$31.8M	0.08%	232
2024 Q4	$49.6M	Buy	612,412 +474,617	+344%	+$38.1M	0.27%	67
2024 Q3	$10.6M	Buy	137,795 +5,359	+4%	+$398K	0.06%	351
2024 Q2	$9.95M	Buy	132,436 +9,117	+7%	+$645K	0.06%	367
2024 Q1	$8.66M	Buy	123,319 +17,120	+16%	+$1.13M	0.06%	346
2023 Q4	$6.49M	Buy	106,199 +26,569	+33%	+$1.51M	0.05%	373
2023 Q3	$4.29M	Buy	79,630 +14,529	+22%	+$812K	0.04%	435
2023 Q2	$3.63M	Buy	65,101 +7,873	+14%	+$402K	0.04%	476
2023 Q1	$2.81M	Buy	57,228 +10,300	+22%	+$484K	0.03%	530
2022 Q4	$2.08M	Buy	46,928 +32,371	+222%	+$1.47M	0.02%	731
2022 Q3	$630K	Buy	+14,557	New	+$699K	0.01%	1188

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kestra Advisory Services's JGRO Position: Q1 2026 in Review

Kestra Advisory Services reduced its JPMorgan Active Growth ETF (JGRO) stake by 3.9% in Q1 2026, selling an estimated $709K and leaving 196,395 shares worth $16.6M. The position accounts for 0.06% of the portfolio, ranked #313.

Kestra Advisory Services first reported a position in JGRO in Q3 2022 and has held it in 15 quarters since. The position peaked at $49.6M in Q4 2024. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Kestra Advisory Services held 196,395 shares of JPMorgan Active Growth ETF worth $16.6M as of Q1 2026.
Kestra Advisory Services sold 7,954 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $709K.
JPMorgan Active Growth ETF made up 0.06% of Kestra Advisory Services's portfolio in Q1 2026, its #313 holding.
Kestra Advisory Services first reported a position in JPMorgan Active Growth ETF in Q3 2022 and has held it in 15 quarters since.
Kestra Advisory Services's JPMorgan Active Growth ETF position peaked at $49.6M in Q4 2024.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.