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 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 $1.56T 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

Root Financial Partners's JGRO Position: Q1 2026 in Review

Root Financial Partners reduced its JPMorgan Active Growth ETF (JGRO) stake by 36% in Q1 2026, selling an estimated $92.3K and leaving 1,805 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #411.

Root Financial Partners first reported a position in JGRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $264K in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Root Financial Partners held 1,805 shares of JPMorgan Active Growth ETF worth $153K as of Q1 2026.
Root Financial Partners sold 1,035 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $92.3K.
JPMorgan Active Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #411 holding.
Root Financial Partners first reported a position in JPMorgan Active Growth ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's JPMorgan Active Growth ETF position peaked at $264K in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.