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

NewEdge 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	$5.06M	Sell	59,860 -61,038	-50%	-$5.44M	0.02%	686
2025 Q4	$11.2M	Buy	120,898 +31,686	+36%	+$2.97M	0.04%	393
2025 Q3	$8.36M	Buy	89,212 +2,474	+3%	+$221K	0.04%	449
2025 Q2	$7.47M	Sell	86,738 -9,245	-10%	-$719K	0.04%	441
2025 Q1	$7.08M	Buy	95,983 +43,489	+83%	+$3.5M	0.04%	405
2024 Q4	$4.25M	Buy	52,494 +31,614	+151%	+$2.54M	0.03%	556
2024 Q3	$1.61M	Buy	20,880 +4,180	+25%	+$310K	0.01%	893
2024 Q2	$1.26M	Buy	16,700 +4,245	+34%	+$300K	0.01%	961
2024 Q1	$874K	Buy	12,455 +1,318	+12%	+$87.3K	0.01%	1064
2023 Q4	$680K	Buy	+11,137	New	+$634K	0.01%	1133

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NewEdge Advisors's JGRO Position: Q1 2026 in Review

NewEdge Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 50% in Q1 2026, selling an estimated $5.44M and leaving 59,860 shares worth $5.06M. The position accounts for 0.02% of the portfolio, ranked #686.

NewEdge Advisors first reported a position in JGRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.2M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

NewEdge Advisors held 59,860 shares of JPMorgan Active Growth ETF worth $5.06M as of Q1 2026.
NewEdge Advisors sold 61,038 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $5.44M.
JPMorgan Active Growth ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #686 holding.
NewEdge Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 10 quarters since.
NewEdge Advisors's JPMorgan Active Growth ETF position peaked at $11.2M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.