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MBL Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

MBL Wealth’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
Q4 		– Sell
-2,490
Closed -$233K – 299
2025
Q3 		$233K Buy
+2,490
New +$222K 0.02% 230

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MBL Wealth's JGRO Position: Q4 2025 in Review

MBL Wealth sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2025, closing a stake of 2,490 shares — an estimated $233K sold.

MBL Wealth first reported a position in JGRO in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q4 2025.

  • MBL Wealth reported no remaining JPMorgan Active Growth ETF position as of Q4 2025 after selling out during the quarter.
  • MBL Wealth sold 2,490 JPMorgan Active Growth ETF shares in Q4 2025, an estimated $233K.
  • MBL Wealth first reported a position in JPMorgan Active Growth ETF in Q3 2025 and held it in 1 quarter.
  • MBL Wealth's JPMorgan Active Growth ETF position peaked at $233K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2025.

Based on MBL Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.