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 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 $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rockefeller Capital Management's JGRO Position: Q1 2026 in Review

Rockefeller Capital Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 22% in Q1 2026, selling an estimated $4.9M and leaving 200,501 shares worth $16.9M. The position accounts for 0.03% of the portfolio, ranked #487.

Rockefeller Capital Management first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.7M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Rockefeller Capital Management held 200,501 shares of JPMorgan Active Growth ETF worth $16.9M as of Q1 2026.
Rockefeller Capital Management sold 54,984 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $4.9M.
JPMorgan Active Growth ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q1 2026, its #487 holding.
Rockefeller Capital Management first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
Rockefeller Capital Management's JPMorgan Active Growth ETF position peaked at $23.7M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.