Key Financial Inc’s JPMorgan Active Growth ETF JGRO Stock Holding History

Key Financial Inc’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
2025 Q2	–	Sell	-180	Closed	-$13.3K	–	1457
2025 Q1	$13.3K	Buy	+180	New	+$14.5K	﹤0.01%	751

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Key Financial Inc's JGRO Position: Q2 2025 in Review

Key Financial Inc sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2025, closing a stake of 180 shares — an estimated $13.3K sold.

Key Financial Inc first reported a position in JGRO in Q1 2025 and held it in 1 quarter. The position peaked at $13.3K in Q1 2025. 290 funds tracked by Wall St. Rank hold JGRO as of Q2 2025.

Key Financial Inc reported no remaining JPMorgan Active Growth ETF position as of Q2 2025 after selling out during the quarter.
Key Financial Inc sold 180 JPMorgan Active Growth ETF shares in Q2 2025, an estimated $13.3K.
Key Financial Inc first reported a position in JPMorgan Active Growth ETF in Q1 2025 and held it in 1 quarter.
Key Financial Inc's JPMorgan Active Growth ETF position peaked at $13.3K in Q1 2025.
290 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.