Rockefeller Capital Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Rockefeller Capital 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
2026 Q2	$21.2M	Buy	214,888 +14,387	+7%	+$1.36M	0.03%	471
2026 Q1	$16.9M	Sell	200,501 -54,984	-22%	-$4.9M	0.03%	487
2025 Q4	$23.7M	Buy	255,485 +221,078	+643%	+$20.7M	0.04%	402
2025 Q3	$3.23M	Buy	34,407 +16,533	+92%	+$1.48M	0.01%	971
2025 Q2	$1.54M	Sell	17,874 -11,452	-39%	-$890K	﹤0.01%	1194
2025 Q1	$2.16M	Buy	29,326 +7,265	+33%	+$584K	0.01%	1010
2024 Q4	$1.79M	Buy	+22,061	New	+$1.77M	﹤0.01%	1051

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

Rockefeller Capital Management's JGRO Position: Q2 2026 in Review

Rockefeller Capital Management increased its JPMorgan Active Growth ETF (JGRO) stake by 7.2% in Q2 2026, buying an estimated $1.36M and bringing the position to 214,888 shares worth $21.2M. The position accounts for 0.03% of the portfolio, ranked #471.

Rockefeller Capital Management first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.7M in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Rockefeller Capital Management held 214,888 shares of JPMorgan Active Growth ETF worth $21.2M as of Q2 2026.
Rockefeller Capital Management bought 14,387 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.36M.
JPMorgan Active Growth ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q2 2026, its #471 holding.
Rockefeller Capital Management first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
Rockefeller Capital Management's JPMorgan Active Growth ETF position peaked at $23.7M in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.