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Savvy Advisors Inc’s JPMorgan Active Growth ETF JGRO Stock Holding History

Savvy Advisors Inc’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 		$4.13M Buy
41,908
+37,869
+938% +$3.58M 0.09% 181
2026
Q1 		$341K Buy
4,039
+1,237
+44% +$110K 0.01% 811
2025
Q4 		$260K Sell
2,802
-886
-24% -$83K 0.01% 837
2025
Q3 		$346K Sell
3,688
-1,299
-26% -$116K 0.02% 569
2025
Q2 		$429K Buy
+4,987
New +$388K 0.03% 391

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savvy Advisors Inc's JGRO Position: Q2 2026 in Review

Savvy Advisors Inc increased its JPMorgan Active Growth ETF (JGRO) stake by 938% in Q2 2026, buying an estimated $3.58M and bringing the position to 41,908 shares worth $4.13M. The position accounts for 0.09% of the portfolio, ranked #181.

Savvy Advisors Inc first reported a position in JGRO in Q2 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Savvy Advisors Inc held 41,908 shares of JPMorgan Active Growth ETF worth $4.13M as of Q2 2026.
  • Savvy Advisors Inc bought 37,869 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $3.58M.
  • JPMorgan Active Growth ETF made up 0.09% of Savvy Advisors Inc's portfolio in Q2 2026, its #181 holding.
  • Savvy Advisors Inc first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.