Marshall Wace’s JPMorgan Active Growth ETF JGRO Stock Holding History

Marshall Wace’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
2025 Q3	–	Sell	-29,707	Closed	-$2.56M	–	3145
2025 Q2	$2.56M	Buy	+29,707	New	+$2.31M	﹤0.01%	1455
2024 Q4	–	Sell	-39,399	Closed	-$3.03M	–	2793
2024 Q3	$3.03M	Buy	39,399 +35,742	+977%	+$2.65M	﹤0.01%	1211
2024 Q2	$275K	Sell	3,657 -22,275	-86%	-$1.58M	﹤0.01%	2188
2024 Q1	$1.82M	Sell	25,932 -628	-2%	-$41.6K	﹤0.01%	1410
2023 Q4	$1.62M	Buy	+26,560	New	+$1.51M	﹤0.01%	1307

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace's JGRO Position: Q3 2025 in Review

Marshall Wace sold out of JPMorgan Active Growth ETF (JGRO) in Q3 2025, closing a stake of 29,707 shares — an estimated $2.56M sold.

Marshall Wace first reported a position in JGRO in Q4 2023 and held it in 5 quarters. The position peaked at $3.03M in Q3 2024. 300 funds tracked by Wall St. Rank hold JGRO as of Q3 2025.

Marshall Wace reported no remaining JPMorgan Active Growth ETF position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 29,707 JPMorgan Active Growth ETF shares in Q3 2025, an estimated $2.56M.
Marshall Wace first reported a position in JPMorgan Active Growth ETF in Q4 2023 and held it in 5 quarters.
Marshall Wace's JPMorgan Active Growth ETF position peaked at $3.03M in Q3 2024.
300 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.