LPL Financial
JGRO icon

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
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

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Jones Financial Companies
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Bank of America
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return