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ORG Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

ORG Partners’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
2025
Q4 		$2M Buy
21,535
+9,139
+74% +$857K 0.35% 63
2025
Q3 		$1.16M Sell
12,396
-581
-4% -$51.8K 0.21% 100
2025
Q2 		$1.1M Buy
+12,977
New +$1.01M 0.24% 89

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ORG Partners's JGRO Position: Q4 2025 in Review

ORG Partners increased its JPMorgan Active Growth ETF (JGRO) stake by 74% in Q4 2025, buying an estimated $857K and bringing the position to 21,535 shares worth $2M. The position accounts for 0.35% of the portfolio, ranked #63.

ORG Partners first reported a position in JGRO in Q2 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q4 2025.

  • ORG Partners held 21,535 shares of JPMorgan Active Growth ETF worth $2M as of Q4 2025.
  • ORG Partners bought 9,139 JPMorgan Active Growth ETF shares in Q4 2025, an estimated $857K.
  • JPMorgan Active Growth ETF made up 0.35% of ORG Partners's portfolio in Q4 2025, its #63 holding.
  • ORG Partners first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.