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 Q2	$380K	Sell	3,851 -1,508	-28%	-$143K	0.05%	131
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 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

Rollins Financial Advisors's JGRO Position: Q2 2026 in Review

Rollins Financial Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 28% in Q2 2026, selling an estimated $143K and leaving 3,851 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #131.

Rollins Financial Advisors first reported a position in JGRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $644K in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Rollins Financial Advisors held 3,851 shares of JPMorgan Active Growth ETF worth $380K as of Q2 2026.
Rollins Financial Advisors sold 1,508 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $143K.
JPMorgan Active Growth ETF made up 0.05% of Rollins Financial Advisors's portfolio in Q2 2026, its #131 holding.
Rollins Financial Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
Rollins Financial Advisors's JPMorgan Active Growth ETF position peaked at $644K in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.