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Principal Securities’s JPMorgan Active Growth ETF JGRO Stock Holding History

Principal Securities’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 		$392K Buy
3,978
+404
+11% +$38.2K ﹤0.01% 1196
2026
Q1 		$302K Buy
3,574
+692
+24% +$61.7K ﹤0.01% 1196
2025
Q4 		$267K Buy
2,882
+453
+19% +$42.5K ﹤0.01% 1185
2025
Q3 		$228K Buy
2,429
+64
+3% +$5.71K ﹤0.01% 1231
2025
Q2 		$204K Buy
2,365
+637
+37% +$49.5K ﹤0.01% 1229
2025
Q1 		$140K Hold
1,728
– – ﹤0.01% 1283
2024
Q4 		$140K Sell
1,728
-6
-0.3% -$482 ﹤0.01% 1280
2024
Q3 		$133K Sell
1,734
-848
-33% -$62.9K ﹤0.01% 1261
2024
Q2 		$194K Sell
2,582
-52
-2% -$3.68K 0.01% 1048
2024
Q1 		$185K Buy
2,634
+403
+18% +$26.7K 0.01% 1044
2023
Q4 		$136K Buy
+2,231
New +$127K 0.01% 1079

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

Principal Securities's JGRO Position: Q2 2026 in Review

Principal Securities increased its JPMorgan Active Growth ETF (JGRO) stake by 11% in Q2 2026, buying an estimated $38.2K and bringing the position to 3,978 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Principal Securities first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Principal Securities held 3,978 shares of JPMorgan Active Growth ETF worth $392K as of Q2 2026.
  • Principal Securities bought 404 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $38.2K.
  • JPMorgan Active Growth ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1196 holding.
  • Principal Securities first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.