Prospera Financial Services’s JPMorgan Active Growth ETF JGRO Stock Holding History

Prospera Financial Services’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	$3.59M	Sell	36,424 -4,316	-11%	-$408K	0.05%	366
2026 Q1	$3.44M	Sell	40,740 -264	-0.6%	-$23.5K	0.06%	361
2025 Q4	$3.81M	Sell	41,004 -988	-2%	-$92.6K	0.06%	314
2025 Q3	$3.94M	Sell	41,992 -918	-2%	-$81.9K	0.07%	301
2025 Q2	$3.69M	Buy	42,910 +1,314	+3%	+$102K	0.07%	299
2025 Q1	$3.07M	Sell	41,596 -1,867	-4%	-$150K	0.07%	288
2024 Q4	$3.52M	Sell	43,463 -798	-2%	-$64.1K	0.08%	258
2024 Q3	$3.4M	Sell	44,261 -577	-1%	-$42.8K	0.09%	251
2024 Q2	$3.37M	Sell	44,838 -596	-1%	-$42.2K	0.09%	233
2024 Q1	$3.19M	Buy	+45,434	New	+$3.01M	0.1%	238

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

Prospera Financial Services's JGRO Position: Q2 2026 in Review

Prospera Financial Services reduced its JPMorgan Active Growth ETF (JGRO) stake by 11% in Q2 2026, selling an estimated $408K and leaving 36,424 shares worth $3.59M. The position accounts for 0.05% of the portfolio, ranked #366.

Prospera Financial Services first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.94M in Q3 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Prospera Financial Services held 36,424 shares of JPMorgan Active Growth ETF worth $3.59M as of Q2 2026.
Prospera Financial Services sold 4,316 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $408K.
JPMorgan Active Growth ETF made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #366 holding.
Prospera Financial Services first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
Prospera Financial Services's JPMorgan Active Growth ETF position peaked at $3.94M in Q3 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.