Orrstown Financial Services’s JPMorgan Active Growth ETF JGRO Stock Holding History

Orrstown Financial Services’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 Q2	$23.9M	Buy	242,047 +7,055	+3%	+$667K	3.54%	8
2026 Q1	$19.9M	Buy	234,992 +19,419	+9%	+$1.73M	3.32%	8
2025 Q4	$20M	Buy	215,573 +9,537	+5%	+$894K	3.34%	9
2025 Q3	$19.3M	Buy	206,036 +6,099	+3%	+$544K	3.31%	9
2025 Q2	$17.2M	Buy	199,937 +4,057	+2%	+$315K	3.63%	8
2025 Q1	$14.5M	Sell	195,880 -13,932	-7%	-$1.12M	3.44%	8
2024 Q4	$17M	Buy	209,812 +8,509	+4%	+$684K	4.56%	6
2024 Q3	$15.5M	Sell	201,303 -16,788	-8%	-$1.25M	4.57%	4
2024 Q2	$16.4M	Buy	218,091 +22	+0%	+$1.56K	8.65%	3
2024 Q1	$15.3M	Buy	218,069 +197,779	+975%	+$13.1M	8.53%	3
2023 Q4	$1.24M	Buy	+20,290	New	+$1.15M	0.99%	16

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Orrstown Financial Services's JGRO Position: Q2 2026 in Review

Orrstown Financial Services increased its JPMorgan Active Growth ETF (JGRO) stake by 3% in Q2 2026, buying an estimated $667K and bringing the position to 242,047 shares worth $23.9M. The position accounts for 3.54% of the portfolio, ranked #8.

Orrstown Financial Services first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Orrstown Financial Services held 242,047 shares of JPMorgan Active Growth ETF worth $23.9M as of Q2 2026.
Orrstown Financial Services bought 7,055 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $667K.
JPMorgan Active Growth ETF made up 3.54% of Orrstown Financial Services's portfolio in Q2 2026, its #8 holding.
Orrstown Financial Services first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.