Orion Portfolio Solutions’s JPMorgan Active Growth ETF JGRO Stock Holding History

Orion Portfolio Solutions’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 Q1	$223K	Buy	+3,018	New	+$243K	﹤0.01%	1760

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Orion Portfolio Solutions's JGRO Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in JPMorgan Active Growth ETF (JGRO) in Q1 2025: 3,018 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1760 among its holdings.

260 funds tracked by Wall St. Rank hold JGRO as of Q1 2025.

Orion Portfolio Solutions held 3,018 shares of JPMorgan Active Growth ETF worth $223K as of Q1 2025.
JPMorgan Active Growth ETF was a new Orion Portfolio Solutions position in Q1 2025.
JPMorgan Active Growth ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1760 holding.
260 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.