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Merit Financial Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Merit Financial Group’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 		– Sell
-10,950
Closed -$926K – 2406
2026
Q1 		$926K Buy
+10,950
New +$976K 0.01% 1018

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Merit Financial Group's JGRO Position: Q2 2026 in Review

Merit Financial Group sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 10,950 shares — an estimated $926K sold.

Merit Financial Group first reported a position in JGRO in Q1 2026 and held it in 1 quarter. The position peaked at $926K in Q1 2026. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Merit Financial Group reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 10,950 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $926K.
  • Merit Financial Group first reported a position in JPMorgan Active Growth ETF in Q1 2026 and held it in 1 quarter.
  • Merit Financial Group's JPMorgan Active Growth ETF position peaked at $926K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.