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Krilogy Financial’s JPMorgan Active Growth ETF JGRO Stock Holding History

Krilogy Financial’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 		$630K Hold
6,388
– – 0.02% 553
2026
Q1 		$586K Sell
6,388
-325
-5% -$29K 0.02% 534
2025
Q4 		$619K Sell
6,713
-641
-9% -$60.1K 0.02% 487
2025
Q3 		$698K Buy
+7,354
New +$656K 0.03% 427

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

Krilogy Financial's JGRO Position: Q2 2026 in Review

Krilogy Financial held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 6,388 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #553.

Krilogy Financial first reported a position in JGRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $698K in Q3 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Krilogy Financial held 6,388 shares of JPMorgan Active Growth ETF worth $630K as of Q2 2026.
  • Krilogy Financial left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
  • JPMorgan Active Growth ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #553 holding.
  • Krilogy Financial first reported a position in JPMorgan Active Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's JPMorgan Active Growth ETF position peaked at $698K in Q3 2025.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.