LGT Financial Advisors’s JPMorgan Active Developing Markets Equity ETF JADE Stock Holding History

LGT Financial Advisors’s Portfolio JADE Stock Details JADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.25K	Hold	103	–	–	0.04%	144
2026 Q1	$6.83K	Sell	103 -3	-3%	-$205	0.04%	175
2025 Q4	$6.66K	Buy	+106	New	+$6.6K	0.04%	177

Other funds holding JADE

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

LGT Financial Advisors's JADE Position: Q2 2026 in Review

LGT Financial Advisors held its JPMorgan Active Developing Markets Equity ETF (JADE) position steady in Q2 2026 at 103 shares worth $8.25K. The position accounts for 0.04% of the portfolio, ranked #144.

LGT Financial Advisors first reported a position in JADE in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold JADE as of Q2 2026.

LGT Financial Advisors held 103 shares of JPMorgan Active Developing Markets Equity ETF worth $8.25K as of Q2 2026.
LGT Financial Advisors left its JPMorgan Active Developing Markets Equity ETF share count unchanged in Q2 2026.
JPMorgan Active Developing Markets Equity ETF made up 0.04% of LGT Financial Advisors's portfolio in Q2 2026, its #144 holding.
LGT Financial Advisors first reported a position in JPMorgan Active Developing Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held JPMorgan Active Developing Markets Equity ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.