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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
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
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

MBA Advisors's JGRO Position: Q1 2026 in Review

MBA Advisors held its JPMorgan Active Growth ETF (JGRO) position steady in Q1 2026 at 2,650 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #137.

MBA Advisors first reported a position in JGRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $267K in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • MBA Advisors held 2,650 shares of JPMorgan Active Growth ETF worth $224K as of Q1 2026.
  • MBA Advisors left its JPMorgan Active Growth ETF share count unchanged in Q1 2026.
  • JPMorgan Active Growth ETF made up 0.09% of MBA Advisors's portfolio in Q1 2026, its #137 holding.
  • MBA Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • MBA Advisors's JPMorgan Active Growth ETF position peaked at $267K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.