Lido Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Lido 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 Q1	$799K	Buy	9,450 +6,000	+174%	+$535K	﹤0.01%	1071
2025 Q4	$320K	Buy	+3,450	New	+$323K	﹤0.01%	1531

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

Lido Advisors's JGRO Position: Q1 2026 in Review

Lido Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 174% in Q1 2026, buying an estimated $535K and bringing the position to 9,450 shares worth $799K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Lido Advisors first reported a position in JGRO in Q4 2025 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Lido Advisors held 9,450 shares of JPMorgan Active Growth ETF worth $799K as of Q1 2026.
Lido Advisors bought 6,000 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $535K.
JPMorgan Active Growth ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1071 holding.
Lido Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.