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Rollins Financial Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Rollins Financial Advisors’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 		$453K Sell
5,359
-1,586
-23% -$141K 0.07% 107
2025
Q4 		$644K Buy
6,945
+738
+12% +$69.2K 0.09% 84
2025
Q3 		$582K Buy
6,207
+1,516
+32% +$135K 0.09% 81
2025
Q2 		$404K Buy
+4,691
New +$365K 0.06% 90

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rollins Financial Advisors's JGRO Position: Q1 2026 in Review

Rollins Financial Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 23% in Q1 2026, selling an estimated $141K and leaving 5,359 shares worth $453K. The position accounts for 0.07% of the portfolio, ranked #107.

Rollins Financial Advisors first reported a position in JGRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $644K in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Rollins Financial Advisors held 5,359 shares of JPMorgan Active Growth ETF worth $453K as of Q1 2026.
  • Rollins Financial Advisors sold 1,586 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $141K.
  • JPMorgan Active Growth ETF made up 0.07% of Rollins Financial Advisors's portfolio in Q1 2026, its #107 holding.
  • Rollins Financial Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Rollins Financial Advisors's JPMorgan Active Growth ETF position peaked at $644K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.