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

Keystone 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	$3.04M	Sell	30,880 -3,241	-9%	-$306K	0.57%	40
2026 Q1	$2.88M	Sell	34,121 -288	-0.8%	-$25.7K	0.62%	36
2025 Q4	$3.19M	Buy	34,409 +2,117	+7%	+$198K	0.67%	35
2025 Q3	$3.03M	Buy	32,292 +10,854	+51%	+$969K	0.66%	35
2025 Q2	$1.85M	Sell	21,438 -3,491	-14%	-$271K	0.45%	51
2025 Q1	$1.84M	Buy	24,929 +3,023	+14%	+$243K	0.5%	44
2024 Q4	$1.78M	Buy	21,906 +15,993	+270%	+$1.29M	0.47%	47
2024 Q3	$455K	Buy	+5,913	New	+$439K	0.13%	153

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

Keystone Wealth Services's JGRO Position: Q2 2026 in Review

Keystone Wealth Services reduced its JPMorgan Active Growth ETF (JGRO) stake by 9.5% in Q2 2026, selling an estimated $306K and leaving 30,880 shares worth $3.04M. The position accounts for 0.57% of the portfolio, ranked #40.

Keystone Wealth Services first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.19M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Keystone Wealth Services held 30,880 shares of JPMorgan Active Growth ETF worth $3.04M as of Q2 2026.
Keystone Wealth Services sold 3,241 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $306K.
JPMorgan Active Growth ETF made up 0.57% of Keystone Wealth Services's portfolio in Q2 2026, its #40 holding.
Keystone Wealth Services first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
Keystone Wealth Services's JPMorgan Active Growth ETF position peaked at $3.19M in Q4 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.