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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
Q2 		– Sell
-150
Closed -$12.7K – 3865
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
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

Larson Financial Group's JGRO Position: Q2 2026 in Review

Larson Financial Group sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 150 shares — an estimated $12.7K sold.

Larson Financial Group first reported a position in JGRO in Q3 2024 and held it in 7 quarters. The position peaked at $14.1K in Q3 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Larson Financial Group reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 150 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $12.7K.
  • Larson Financial Group first reported a position in JPMorgan Active Growth ETF in Q3 2024 and held it in 7 quarters.
  • Larson Financial Group's JPMorgan Active Growth ETF position peaked at $14.1K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.