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

Kestra Private Wealth 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	$1.28M	Buy	12,977 +425	+3%	+$40.2K	0.01%	777
2026 Q1	$1.06M	Buy	12,552 +444	+4%	+$39.6K	0.01%	813
2025 Q4	$1.12M	Buy	12,108 +261	+2%	+$24.5K	0.01%	759
2025 Q3	$1.11M	Sell	11,847 -31,845	-73%	-$2.84M	0.01%	730
2025 Q2	$3.76M	Buy	43,692 +5,988	+16%	+$466K	0.05%	340
2025 Q1	$2.78M	Buy	37,704 +2,910	+8%	+$234K	0.05%	377
2024 Q4	$2.82M	Buy	34,794 +31,806	+1,064%	+$2.56M	0.05%	353
2024 Q3	$230K	Buy	+2,988	New	+$222K	﹤0.01%	1206

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Kestra Private Wealth Services's JGRO Position: Q2 2026 in Review

Kestra Private Wealth Services increased its JPMorgan Active Growth ETF (JGRO) stake by 3.4% in Q2 2026, buying an estimated $40.2K and bringing the position to 12,977 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #777.

Kestra Private Wealth Services first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.76M in Q2 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Kestra Private Wealth Services held 12,977 shares of JPMorgan Active Growth ETF worth $1.28M as of Q2 2026.
Kestra Private Wealth Services bought 425 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $40.2K.
JPMorgan Active Growth ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #777 holding.
Kestra Private Wealth Services first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Private Wealth Services's JPMorgan Active Growth ETF position peaked at $3.76M in Q2 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

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