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

KPP 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	$240K	Hold	2,438	–	–	0.03%	334
2026 Q1	$206K	Hold	2,438	–	–	0.03%	335
2025 Q4	$226K	Hold	2,438	–	–	0.03%	307
2025 Q3	$229K	Buy	+2,438	New	+$218K	0.03%	311

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

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

KPP Advisory Services held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 2,438 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #334.

KPP Advisory Services first reported a position in JGRO in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

KPP Advisory Services held 2,438 shares of JPMorgan Active Growth ETF worth $240K as of Q2 2026.
KPP Advisory Services left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
JPMorgan Active Growth ETF made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #334 holding.
KPP Advisory Services first reported a position in JPMorgan Active Growth ETF in Q3 2025 and has held it in 4 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.