Private Trust Company’s JPMorgan Active Growth ETF JGRO Stock Holding History

Private Trust Company’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	$403K	Buy	4,088 +81	+2%	+$7.66K	0.03%	548
2026 Q1	$339K	Buy	4,007 +319	+9%	+$28.4K	0.03%	575
2025 Q4	$342K	Sell	3,688 -1,565	-30%	-$147K	0.03%	559
2025 Q3	$492K	Sell	5,253 -1,382	-21%	-$123K	0.04%	432
2025 Q2	$571K	Buy	6,635 +1,226	+23%	+$95.3K	0.05%	374
2025 Q1	$399K	Buy	5,409 +557	+11%	+$44.8K	0.04%	466
2024 Q4	$393K	Hold	4,852	–	–	0.04%	466
2024 Q3	$373K	Hold	4,852	–	–	0.04%	490
2024 Q2	$365K	Hold	4,852	–	–	0.04%	465
2024 Q1	$341K	Hold	4,852	–	–	0.04%	475
2023 Q4	$296K	Buy	+4,852	New	+$276K	0.03%	490

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

Private Trust Company's JGRO Position: Q2 2026 in Review

Private Trust Company increased its JPMorgan Active Growth ETF (JGRO) stake by 2% in Q2 2026, buying an estimated $7.66K and bringing the position to 4,088 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #548.

Private Trust Company first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $571K in Q2 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Private Trust Company held 4,088 shares of JPMorgan Active Growth ETF worth $403K as of Q2 2026.
Private Trust Company bought 81 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $7.66K.
JPMorgan Active Growth ETF made up 0.03% of Private Trust Company's portfolio in Q2 2026, its #548 holding.
Private Trust Company first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
Private Trust Company's JPMorgan Active Growth ETF position peaked at $571K in Q2 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.