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Robertson Stephens Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q2 		– Sell
-5,112
Closed -$377K – 575
2025
Q1 		$377K Sell
5,112
-640
-11% -$51.5K 0.01% 409
2024
Q4 		$466K Sell
5,752
-128
-2% -$10.3K 0.02% 368
2024
Q3 		$452K Hold
5,880
– – 0.02% 438
2024
Q2 		$442K Buy
+5,880
New +$416K 0.02% 352

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robertson Stephens Wealth Management's JGRO Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2025, closing a stake of 5,112 shares — an estimated $377K sold.

Robertson Stephens Wealth Management first reported a position in JGRO in Q2 2024 and held it in 4 quarters. The position peaked at $466K in Q4 2024. 290 funds tracked by Wall St. Rank hold JGRO as of Q2 2025.

  • Robertson Stephens Wealth Management reported no remaining JPMorgan Active Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,112 JPMorgan Active Growth ETF shares in Q2 2025, an estimated $377K.
  • Robertson Stephens Wealth Management first reported a position in JPMorgan Active Growth ETF in Q2 2024 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's JPMorgan Active Growth ETF position peaked at $466K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.