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OneDigital Investment Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

OneDigital Investment 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 		$1.2M Buy
14,166
+2,233
+19% +$199K 0.01% 622
2025
Q4 		$1.11M Buy
11,933
+69
+0.6% +$6.47K 0.01% 640
2025
Q3 		$1.11M Buy
11,864
+575
+5% +$51.3K 0.01% 619
2025
Q2 		$972K Buy
11,289
+484
+4% +$37.6K 0.01% 648
2025
Q1 		$797K Sell
10,805
-823
-7% -$66.2K 0.01% 683
2024
Q4 		$942K Buy
11,628
+1,280
+12% +$103K 0.01% 656
2024
Q3 		$796K Buy
10,348
+2,325
+29% +$172K 0.01% 744
2024
Q2 		$603K Buy
+8,023
New +$568K 0.01% 820

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 $79.5B AUM 27.1% 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

OneDigital Investment Advisors's JGRO Position: Q1 2026 in Review

OneDigital Investment Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 19% in Q1 2026, buying an estimated $199K and bringing the position to 14,166 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #622.

OneDigital Investment Advisors first reported a position in JGRO in Q2 2024 and has held it in 8 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • OneDigital Investment Advisors held 14,166 shares of JPMorgan Active Growth ETF worth $1.2M as of Q1 2026.
  • OneDigital Investment Advisors bought 2,233 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $199K.
  • JPMorgan Active Growth ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #622 holding.
  • OneDigital Investment Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.