Larson Financial Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Larson Financial Group’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 Q1	$12.7K	Hold	150	–	–	﹤0.01%	2101
2025 Q4	$13.9K	Hold	150	–	–	﹤0.01%	1934
2025 Q3	$14.1K	Hold	150	–	–	﹤0.01%	1839
2025 Q2	$12.9K	Hold	150	–	–	﹤0.01%	1689
2025 Q1	$11.1K	Hold	150	–	–	﹤0.01%	1595
2024 Q4	$12.2K	Hold	150	–	–	﹤0.01%	1416
2024 Q3	$11.5K	Buy	+150	New	+$11.1K	﹤0.01%	1426

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Larson Financial Group's JGRO Position: Q1 2026 in Review

Larson Financial Group held its JPMorgan Active Growth ETF (JGRO) position steady in Q1 2026 at 150 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Larson Financial Group first reported a position in JGRO in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.1K in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Larson Financial Group held 150 shares of JPMorgan Active Growth ETF worth $12.7K as of Q1 2026.
Larson Financial Group left its JPMorgan Active Growth ETF share count unchanged in Q1 2026.
JPMorgan Active Growth ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2101 holding.
Larson Financial Group first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 7 quarters since.
Larson Financial Group's JPMorgan Active Growth ETF position peaked at $14.1K in Q3 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.