Osaic Holdings’s JPMorgan Active Growth ETF JGRO Stock Holding History

Osaic Holdings’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	$91.1M	Buy	923,634 +201,424	+28%	+$19M	0.11%	195
2026 Q1	$61M	Sell	722,210 -45,852	-6%	-$4.09M	0.09%	230
2025 Q4	$71.3M	Sell	768,062 -126,157	-14%	-$11.8M	0.1%	194
2025 Q3	$81.7M	Buy	894,219 +43,632	+5%	+$3.89M	0.11%	172
2025 Q2	$73.2M	Buy	850,587 +272,429	+47%	+$21.2M	0.13%	156
2025 Q1	$42.7M	Buy	578,158 +63,061	+12%	+$5.07M	0.1%	213
2024 Q4	$41.7M	Buy	515,097 +224,871	+77%	+$18.1M	0.09%	215
2024 Q3	$22.3M	Buy	290,226 +46,063	+19%	+$3.42M	0.05%	376
2024 Q2	$18.3M	Buy	244,163 +31,527	+15%	+$2.23M	0.04%	420
2024 Q1	$14.9M	Sell	212,636 -8,289	-4%	-$549K	0.03%	514
2023 Q4	$13.5M	Sell	220,925 -28,795	-12%	-$1.64M	0.02%	645
2023 Q3	$13.5M	Buy	249,720 +85,664	+52%	+$4.79M	0.02%	716
2023 Q2	$9.14M	Buy	164,056 +22,236	+16%	+$1.14M	0.02%	817
2023 Q1	$6.97M	Buy	141,820 +139,686	+6,546%	+$6.56M	0.01%	945
2022 Q4	$94K	Buy	+2,134	New	+$96.7K	﹤0.01%	4486

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

Osaic Holdings's JGRO Position: Q2 2026 in Review

Osaic Holdings increased its JPMorgan Active Growth ETF (JGRO) stake by 28% in Q2 2026, buying an estimated $19M and bringing the position to 923,634 shares worth $91.1M. The position accounts for 0.11% of the portfolio, ranked #195.

Osaic Holdings first reported a position in JGRO in Q4 2022 and has held it in 15 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Osaic Holdings held 923,634 shares of JPMorgan Active Growth ETF worth $91.1M as of Q2 2026.
Osaic Holdings bought 201,424 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $19M.
JPMorgan Active Growth ETF made up 0.11% of Osaic Holdings's portfolio in Q2 2026, its #195 holding.
Osaic Holdings first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 15 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.