O'Shaughnessy Asset Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$48.1K Sell
488
-317
-39% -$30K ﹤0.01% 2272
2026
Q1
$68K Buy
805
+502
+166% +$44.8K ﹤0.01% 2194
2025
Q4
$28.1K Buy
303
+113
+59% +$10.6K ﹤0.01% 2305
2025
Q3
$17.8K Hold
190
– – ﹤0.01% 2292
2025
Q2
$16.4K Sell
190
-464
-71% -$36.1K ﹤0.01% 2139
2025
Q1
$48.3K Buy
+654
New +$52.6K ﹤0.01% 1992

Other funds holding JGRO

O'Shaughnessy Asset Management's JGRO Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 39% in Q2 2026, selling an estimated $30K and leaving 488 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

O'Shaughnessy Asset Management first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $68K in Q1 2026. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • O'Shaughnessy Asset Management held 488 shares of JPMorgan Active Growth ETF worth $48.1K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 317 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $30K.
  • JPMorgan Active Growth ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2272 holding.
  • O'Shaughnessy Asset Management first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • O'Shaughnessy Asset Management's JPMorgan Active Growth ETF position peaked at $68K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.