MBA Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

MBA Advisors’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	$261K	Hold	2,650	–	–	0.09%	132
2026 Q1	$224K	Hold	2,650	–	–	0.09%	137
2025 Q4	$246K	Sell	2,650 -194	-7%	-$18.2K	0.1%	127
2025 Q3	$267K	Hold	2,844	–	–	0.11%	118
2025 Q2	$245K	Hold	2,844	–	–	0.11%	119
2025 Q1	$210K	Buy	+2,844	New	+$229K	0.1%	127

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

MBA Advisors's JGRO Position: Q2 2026 in Review

MBA Advisors held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 2,650 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #132.

MBA Advisors first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $267K in Q3 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

MBA Advisors held 2,650 shares of JPMorgan Active Growth ETF worth $261K as of Q2 2026.
MBA Advisors left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
JPMorgan Active Growth ETF made up 0.09% of MBA Advisors's portfolio in Q2 2026, its #132 holding.
MBA Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
MBA Advisors's JPMorgan Active Growth ETF position peaked at $267K in Q3 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.