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

Nations 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	$2.93M	Buy	29,721 +1,065	+4%	+$101K	0.14%	166
2026 Q1	$2.42M	Buy	28,656 +3,603	+14%	+$321K	0.12%	191
2025 Q4	$2.32M	Buy	25,053 +4,714	+23%	+$442K	0.12%	188
2025 Q3	$1.91M	Buy	20,339 +5,753	+39%	+$513K	0.12%	200
2025 Q2	$1.26M	Buy	14,586 +2,856	+24%	+$222K	0.09%	246
2025 Q1	$866K	Buy	11,730 +2,568	+28%	+$206K	0.07%	301
2024 Q4	$742K	Buy	9,162 +4,368	+91%	+$351K	0.05%	346
2024 Q3	$369K	Buy	4,794 +400	+9%	+$29.7K	0.03%	521
2024 Q2	$330K	Buy	+4,394	New	+$311K	0.03%	507

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

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

Nations Financial Group increased its JPMorgan Active Growth ETF (JGRO) stake by 3.7% in Q2 2026, buying an estimated $101K and bringing the position to 29,721 shares worth $2.93M. The position accounts for 0.14% of the portfolio, ranked #166.

Nations Financial Group first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Nations Financial Group held 29,721 shares of JPMorgan Active Growth ETF worth $2.93M as of Q2 2026.
Nations Financial Group bought 1,065 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $101K.
JPMorgan Active Growth ETF made up 0.14% of Nations Financial Group's portfolio in Q2 2026, its #166 holding.
Nations Financial Group first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.