Prospera Financial Services
JGRO icon

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
Q3 		$3.24M Sell
35,599
-825
-2% -$78.1K 0.04% 440
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GGM Financials
GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return

Prospera Financial Services's JGRO Position: Q3 2026 in Review

Prospera Financial Services reduced its JPMorgan Active Growth ETF (JGRO) stake by 2.3% in Q3 2026, selling an estimated $78.1K and leaving 35,599 shares worth $3.24M. The position accounts for 0.04% of the portfolio, ranked #440.

Prospera Financial Services first reported a position in JGRO in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.94M in Q3 2025. 244 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • Prospera Financial Services held 35,599 shares of JPMorgan Active Growth ETF worth $3.24M as of Q3 2026.
  • Prospera Financial Services sold 825 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $78.1K.
  • JPMorgan Active Growth ETF made up 0.04% of Prospera Financial Services's portfolio in Q3 2026, its #440 holding.
  • Prospera Financial Services first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • Prospera Financial Services's JPMorgan Active Growth ETF position peaked at $3.94M in Q3 2025.
  • 244 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.