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Plan Group Financial’s JPMorgan Active Growth ETF JGRO Stock Holding History

Plan Group Financial’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 		$384K Sell
3,892
-16
-0.4% -$1.51K 0.08% 145
2026
Q1 		$330K Buy
3,908
+313
+9% +$27.9K 0.08% 159
2025
Q4 		$334K Buy
3,595
+1,028
+40% +$96.3K 0.09% 146
2025
Q3 		$241K Buy
+2,567
New +$229K 0.06% 161

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plan Group Financial's JGRO Position: Q2 2026 in Review

Plan Group Financial reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.41% in Q2 2026, selling an estimated $1.51K and leaving 3,892 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #145.

Plan Group Financial first reported a position in JGRO in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Plan Group Financial held 3,892 shares of JPMorgan Active Growth ETF worth $384K as of Q2 2026.
  • Plan Group Financial sold 16 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.51K.
  • JPMorgan Active Growth ETF made up 0.08% of Plan Group Financial's portfolio in Q2 2026, its #145 holding.
  • Plan Group Financial first reported a position in JPMorgan Active Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.