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Oppenheimer & Co’s JPMorgan Active Growth ETF JGRO Stock Holding History

Oppenheimer & Co’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 		$657K Buy
7,777
+1,669
+27% +$149K 0.01% 1070
2025
Q4 		$567K Buy
6,108
+1,716
+39% +$161K 0.01% 1030
2025
Q3 		$412K Buy
4,392
+512
+13% +$45.7K 0.01% 1254
2025
Q2 		$334K Buy
3,880
+846
+28% +$65.8K ﹤0.01% 1308
2025
Q1 		$224K Buy
+3,034
New +$244K ﹤0.01% 1411

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

Oppenheimer & Co's JGRO Position: Q1 2026 in Review

Oppenheimer & Co increased its JPMorgan Active Growth ETF (JGRO) stake by 27% in Q1 2026, buying an estimated $149K and bringing the position to 7,777 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #1070.

Oppenheimer & Co first reported a position in JGRO in Q1 2025 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Oppenheimer & Co held 7,777 shares of JPMorgan Active Growth ETF worth $657K as of Q1 2026.
  • Oppenheimer & Co bought 1,669 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $149K.
  • JPMorgan Active Growth ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1070 holding.
  • Oppenheimer & Co first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.