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MassMutual Private Wealth & Trust’s JPMorgan Active Growth ETF JGRO Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.07M Sell
10,894
-7,271
-40% -$688K 0.03% 249
2026
Q1 		$1.54M Sell
18,165
-4,847
-21% -$432K 0.04% 214
2025
Q4 		$2.14M Sell
23,012
-264
-1% -$24.7K 0.06% 190
2025
Q3 		$2.18M Sell
23,276
-2,249
-9% -$201K 0.06% 193
2025
Q2 		$2.2M Buy
25,525
+3,826
+18% +$297K 0.06% 196
2025
Q1 		$1.6M Buy
21,699
+5,076
+31% +$408K 0.05% 218
2024
Q4 		$1.35M Sell
16,623
-2,470
-13% -$199K 0.04% 226
2024
Q3 		$1.47M Sell
19,093
-1,334
-7% -$99K 0.04% 214
2024
Q2 		$1.54M Sell
20,427
-2,491
-11% -$176K 0.05% 208
2024
Q1 		$1.61M Sell
22,918
-7,258
-24% -$481K 0.05% 206
2023
Q4 		$1.84M Sell
30,176
-1,923
-6% -$109K 0.06% 190
2023
Q3 		$1.73M Sell
32,099
-14,070
-30% -$786K 0.06% 194
2023
Q2 		$2.57M Sell
46,169
-6,114
-12% -$312K 0.09% 177
2023
Q1 		$2.57M Sell
52,283
-13,994
-21% -$658K 0.1% 171
2022
Q4 		$2.94M Buy
+66,277
New +$3M 0.12% 160

Other funds holding JGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's JGRO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its JPMorgan Active Growth ETF (JGRO) stake by 40% in Q2 2026, selling an estimated $688K and leaving 10,894 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #249.

MassMutual Private Wealth & Trust first reported a position in JGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.94M in Q4 2022. 192 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 10,894 shares of JPMorgan Active Growth ETF worth $1.07M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 7,271 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $688K.
  • JPMorgan Active Growth ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #249 holding.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • MassMutual Private Wealth & Trust's JPMorgan Active Growth ETF position peaked at $2.94M in Q4 2022.
  • 192 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.