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Luts & Greenleigh Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Luts & Greenleigh Group’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 		$242K Buy
2,861
+177
+7% +$15.8K 0.19% 79
2025
Q4 		$249K Buy
+2,684
New +$252K 0.21% 76

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $38.1B AUM 19.66% 1-Year Est. Return

Luts & Greenleigh Group's JGRO Position: Q1 2026 in Review

Luts & Greenleigh Group increased its JPMorgan Active Growth ETF (JGRO) stake by 6.6% in Q1 2026, buying an estimated $15.8K and bringing the position to 2,861 shares worth $242K. The position accounts for 0.19% of the portfolio, ranked #79.

Luts & Greenleigh Group first reported a position in JGRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $249K in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Luts & Greenleigh Group held 2,861 shares of JPMorgan Active Growth ETF worth $242K as of Q1 2026.
  • Luts & Greenleigh Group bought 177 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $15.8K.
  • JPMorgan Active Growth ETF made up 0.19% of Luts & Greenleigh Group's portfolio in Q1 2026, its #79 holding.
  • Luts & Greenleigh Group first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Luts & Greenleigh Group's JPMorgan Active Growth ETF position peaked at $249K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.