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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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. 83 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.
  • 83 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.