Marshall Investment Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Marshall Investment Management’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	$598K	Buy	6,064 +502	+9%	+$47.5K	0.25%	57
2026 Q1	$470K	Buy	5,562 +55	+1%	+$4.9K	0.23%	59
2025 Q4	$511K	Buy	5,507 +340	+7%	+$31.9K	0.26%	55
2025 Q3	$484K	Buy	+5,167	New	+$461K	0.26%	52
2025 Q2	–	Sell	-4,234	Closed	-$312K	–	122
2025 Q1	$312K	Buy	+4,234	New	+$340K	0.19%	57

Other funds holding JGRO

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Marshall Investment Management's JGRO Position: Q2 2026 in Review

Marshall Investment Management increased its JPMorgan Active Growth ETF (JGRO) stake by 9% in Q2 2026, buying an estimated $47.5K and bringing the position to 6,064 shares worth $598K. The position accounts for 0.25% of the portfolio, ranked #57.

Marshall Investment Management first reported a position in JGRO in Q1 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Marshall Investment Management held 6,064 shares of JPMorgan Active Growth ETF worth $598K as of Q2 2026.
Marshall Investment Management bought 502 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $47.5K.
JPMorgan Active Growth ETF made up 0.25% of Marshall Investment Management's portfolio in Q2 2026, its #57 holding.
Marshall Investment Management first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 5 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.