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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
Q2 		$282K Sell
2,856
-5
-0.2% -$473 0.21% 77
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 $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Luts & Greenleigh Group's JGRO Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.17% in Q2 2026, selling an estimated $473 and leaving 2,856 shares worth $282K. The position accounts for 0.21% of the portfolio, ranked #77.

Luts & Greenleigh Group first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Luts & Greenleigh Group held 2,856 shares of JPMorgan Active Growth ETF worth $282K as of Q2 2026.
  • Luts & Greenleigh Group sold 5 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $473.
  • JPMorgan Active Growth ETF made up 0.21% of Luts & Greenleigh Group's portfolio in Q2 2026, its #77 holding.
  • Luts & Greenleigh Group first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.