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Legacy Edge Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Legacy Edge Advisors’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 		$2.54M Sell
25,735
-187
-0.7% -$17.7K 0.23% 61
2026
Q1 		$2.19M Buy
25,922
+4,588
+22% +$409K 0.23% 58
2025
Q4 		$1.98M Buy
21,334
+5,988
+39% +$561K 0.22% 60
2025
Q3 		$1.44M Buy
+15,346
New +$1.37M 0.17% 73

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

Legacy Edge Advisors's JGRO Position: Q2 2026 in Review

Legacy Edge Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.72% in Q2 2026, selling an estimated $17.7K and leaving 25,735 shares worth $2.54M. The position accounts for 0.23% of the portfolio, ranked #61.

Legacy Edge Advisors first reported a position in JGRO in Q3 2025 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Legacy Edge Advisors held 25,735 shares of JPMorgan Active Growth ETF worth $2.54M as of Q2 2026.
  • Legacy Edge Advisors sold 187 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $17.7K.
  • JPMorgan Active Growth ETF made up 0.23% of Legacy Edge Advisors's portfolio in Q2 2026, its #61 holding.
  • Legacy Edge Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.