Root Financial Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Root Financial Partners’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	–	Sell	-1,805	Closed	-$153K	–	1841
2026 Q1	$153K	Sell	1,805 -1,035	-36%	-$92.3K	0.01%	411
2025 Q4	$264K	Buy	2,840 +365	+15%	+$34.2K	0.01%	247
2025 Q3	$232K	Buy	+2,475	New	+$221K	0.01%	255

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

Root Financial Partners's JGRO Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 1,805 shares — an estimated $153K sold.

Root Financial Partners first reported a position in JGRO in Q3 2025 and held it in 3 quarters. The position peaked at $264K in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Root Financial Partners reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,805 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $153K.
Root Financial Partners first reported a position in JPMorgan Active Growth ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's JPMorgan Active Growth ETF position peaked at $264K in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.