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LGT Financial Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

LGT Financial 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 		$45.1K Buy
458
+37
+9% +$3.5K 0.24% 67
2026
Q1 		$35.5K Buy
421
+37
+10% +$3.3K 0.18% 78
2025
Q4 		$35.6K Sell
384
-17
-4% -$1.59K 0.22% 76
2025
Q3 		$37.6K Buy
401
+54
+16% +$4.82K 0.08% 141
2025
Q2 		$29.9K Buy
347
+11
+3% +$855 0.08% 135
2025
Q1 		$24.8K Buy
336
+37
+12% +$2.98K 0.08% 138
2024
Q4 		$24.2K Buy
299
+92
+44% +$7.39K 0.05% 269
2024
Q3 		$15.9K Sell
207
-10
-5% -$742 0.04% 325
2024
Q2 		$16.3K Buy
217
+126
+138% +$8.92K 0.03% 358
2024
Q1 		$6.39K Sell
91
-17
-16% -$1.13K 0.01% 575
2023
Q4 		$6.6K Buy
108
+1
+0.9% +$57 0.01% 566
2023
Q3 		$5.77K Buy
+107
New +$5.98K 0.01% 585

Other funds holding JGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

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

LGT Financial Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 8.8% in Q2 2026, buying an estimated $3.5K and bringing the position to 458 shares worth $45.1K. The position accounts for 0.24% of the portfolio, ranked #67.

LGT Financial Advisors first reported a position in JGRO in Q3 2023 and has held it in 12 quarters since. 211 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • LGT Financial Advisors held 458 shares of JPMorgan Active Growth ETF worth $45.1K as of Q2 2026.
  • LGT Financial Advisors bought 37 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $3.5K.
  • JPMorgan Active Growth ETF made up 0.24% of LGT Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • LGT Financial Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 211 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

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