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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
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
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

Marshall Investment Management's JGRO Position: Q1 2026 in Review

Marshall Investment Management increased its JPMorgan Active Growth ETF (JGRO) stake by 1% in Q1 2026, buying an estimated $4.9K and bringing the position to 5,562 shares worth $470K. The position accounts for 0.23% of the portfolio, ranked #59.

Marshall Investment Management first reported a position in JGRO in Q1 2025 and has held it in 4 quarters since. The position peaked at $511K in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Marshall Investment Management held 5,562 shares of JPMorgan Active Growth ETF worth $470K as of Q1 2026.
  • Marshall Investment Management bought 55 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $4.9K.
  • JPMorgan Active Growth ETF made up 0.23% of Marshall Investment Management's portfolio in Q1 2026, its #59 holding.
  • Marshall Investment Management first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • Marshall Investment Management's JPMorgan Active Growth ETF position peaked at $511K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.