LPL Financial’s JPMorgan Active Growth ETF JGRO Stock Holding History

LPL Financial’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	$777M	Buy	7,879,633 +577,640	+8%	+$54.6M	0.17%	114
2026 Q1	$617M	Buy	7,301,993 +379,364	+5%	+$33.8M	0.16%	127
2025 Q4	$642M	Buy	6,922,629 +884,710	+15%	+$82.9M	0.18%	119
2025 Q3	$566M	Buy	6,037,919 +525,631	+10%	+$46.9M	0.17%	125
2025 Q2	$474M	Buy	5,512,288 +1,099,020	+25%	+$85.4M	0.16%	134
2025 Q1	$326M	Buy	4,413,268 +769,365	+21%	+$61.9M	0.13%	154
2024 Q4	$295M	Buy	3,643,903 +1,099,313	+43%	+$88.4M	0.12%	152
2024 Q3	$196M	Buy	2,544,590 +394,221	+18%	+$29.2M	0.09%	207
2024 Q2	$162M	Buy	2,150,369 +863,987	+67%	+$61.2M	0.08%	221
2024 Q1	$90.3M	Buy	1,286,382 +346,056	+37%	+$22.9M	0.05%	351
2023 Q4	$57.4M	Buy	940,326 +423,046	+82%	+$24.1M	0.03%	454
2023 Q3	$27.9M	Buy	517,280 +224,051	+76%	+$12.5M	0.02%	669
2023 Q2	$16.3M	Buy	293,229 +102,201	+54%	+$5.22M	0.01%	876
2023 Q1	$9.39M	Buy	191,028 +185,051	+3,096%	+$8.7M	0.01%	1121
2022 Q4	$266K	Buy	+5,977	New	+$271K	﹤0.01%	3747

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's JGRO Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Active Growth ETF (JGRO) stake by 7.9% in Q2 2026, buying an estimated $54.6M and bringing the position to 7,879,633 shares worth $777M. The position accounts for 0.17% of the portfolio, ranked #114.

LPL Financial first reported a position in JGRO in Q4 2022 and has held it in 15 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

LPL Financial held 7,879,633 shares of JPMorgan Active Growth ETF worth $777M as of Q2 2026.
LPL Financial bought 577,640 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $54.6M.
JPMorgan Active Growth ETF made up 0.17% of LPL Financial's portfolio in Q2 2026, its #114 holding.
LPL Financial first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 15 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.