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Sandy Spring Bank’s JPMorgan Active Growth ETF JGRO Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$222 Hold
3
– – ﹤0.01% 1156
2024
Q4 		$244 Hold
3
– – ﹤0.01% 1163
2024
Q3 		$231 Buy
+3
New +$223 ﹤0.01% 1150

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sandy Spring Bank's JGRO Position: Q1 2025 in Review

Sandy Spring Bank held its JPMorgan Active Growth ETF (JGRO) position steady in Q1 2025 at 3 shares worth $222. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Sandy Spring Bank first reported a position in JGRO in Q3 2024 and has held it in 3 quarters since. The position peaked at $244 in Q4 2024. 260 funds tracked by Wall St. Rank hold JGRO as of Q1 2025.

  • Sandy Spring Bank held 3 shares of JPMorgan Active Growth ETF worth $222 as of Q1 2025.
  • Sandy Spring Bank left its JPMorgan Active Growth ETF share count unchanged in Q1 2025.
  • JPMorgan Active Growth ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1156 holding.
  • Sandy Spring Bank first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Sandy Spring Bank's JPMorgan Active Growth ETF position peaked at $244 in Q4 2024.
  • 260 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.