Perennial Investment Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Perennial Investment Advisors’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	$3.62M	Buy	36,706 +567	+2%	+$53.6K	0.24%	82
2026 Q1	$3.05M	Buy	36,139 +4,880	+16%	+$435K	0.24%	87
2025 Q4	$2.9M	Buy	31,259 +6,118	+24%	+$573K	0.23%	87
2025 Q3	$2.36M	Buy	25,141 +250	+1%	+$22.3K	0.19%	95
2025 Q2	$2.14M	Buy	24,891 +3,335	+15%	+$259K	0.21%	97
2025 Q1	$1.59M	Buy	21,556 +11,276	+110%	+$907K	0.18%	106
2024 Q4	$833K	Buy	10,280 +4,640	+82%	+$373K	0.1%	169
2024 Q3	$434K	Buy	5,640 +2,200	+64%	+$163K	0.06%	232
2024 Q2	$259K	Buy	+3,440	New	+$244K	0.04%	298

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

Perennial Investment Advisors's JGRO Position: Q2 2026 in Review

Perennial Investment Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 1.6% in Q2 2026, buying an estimated $53.6K and bringing the position to 36,706 shares worth $3.62M. The position accounts for 0.24% of the portfolio, ranked #82.

Perennial Investment Advisors first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Perennial Investment Advisors held 36,706 shares of JPMorgan Active Growth ETF worth $3.62M as of Q2 2026.
Perennial Investment Advisors bought 567 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $53.6K.
JPMorgan Active Growth ETF made up 0.24% of Perennial Investment Advisors's portfolio in Q2 2026, its #82 holding.
Perennial Investment Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.