Patriot Financial Group Insurance Agency’s JPMorgan Active Growth ETF JGRO Stock Holding History

Patriot Financial Group Insurance Agency’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	$4.64M	Sell	47,075 -51,675	-52%	-$4.89M	0.48%	54
2026 Q1	$8.35M	Buy	98,750 +49,572	+101%	+$4.42M	0.47%	51
2025 Q4	$4.56M	Buy	49,178 +1,930	+4%	+$181K	0.54%	47
2025 Q3	$4.43M	Sell	47,248 -396	-0.8%	-$35.3K	0.57%	45
2025 Q2	$4.1M	Sell	47,644 -2,745	-5%	-$213K	0.47%	52
2025 Q1	$3.72M	Sell	50,389 -5,332	-10%	-$429K	0.5%	51
2024 Q4	$4.52M	Buy	55,721 +17,966	+48%	+$1.44M	0.61%	35
2024 Q3	$2.9M	Buy	37,755 +33,957	+894%	+$2.52M	0.39%	55
2024 Q2	$285K	Buy	+3,798	New	+$269K	0.04%	387

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

Patriot Financial Group Insurance Agency's JGRO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its JPMorgan Active Growth ETF (JGRO) stake by 52% in Q2 2026, selling an estimated $4.89M and leaving 47,075 shares worth $4.64M. The position accounts for 0.48% of the portfolio, ranked #54.

Patriot Financial Group Insurance Agency first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.35M in Q1 2026. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Patriot Financial Group Insurance Agency held 47,075 shares of JPMorgan Active Growth ETF worth $4.64M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 51,675 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $4.89M.
JPMorgan Active Growth ETF made up 0.48% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #54 holding.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
Patriot Financial Group Insurance Agency's JPMorgan Active Growth ETF position peaked at $8.35M in Q1 2026.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.