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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
Q2 		$19.5M Buy
197,676
+1,281
+0.7% +$121K 0.06% 320
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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

Kestra Advisory Services's JGRO Position: Q2 2026 in Review

Kestra Advisory Services increased its JPMorgan Active Growth ETF (JGRO) stake by 0.65% in Q2 2026, buying an estimated $121K and bringing the position to 197,676 shares worth $19.5M. The position accounts for 0.06% of the portfolio, ranked #320.

Kestra Advisory Services first reported a position in JGRO in Q3 2022 and has held it in 16 quarters since. The position peaked at $49.6M in Q4 2024. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Kestra Advisory Services held 197,676 shares of JPMorgan Active Growth ETF worth $19.5M as of Q2 2026.
  • Kestra Advisory Services bought 1,281 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $121K.
  • JPMorgan Active Growth ETF made up 0.06% of Kestra Advisory Services's portfolio in Q2 2026, its #320 holding.
  • Kestra Advisory Services first reported a position in JPMorgan Active Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Kestra Advisory Services's JPMorgan Active Growth ETF position peaked at $49.6M in Q4 2024.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.