SBI Okasan Asset Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

SBI Okasan Asset Management’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	$507K	Sell	5,239 -40	-0.8%	-$3.78K	0.02%	211
2026 Q1	$430K	Buy	5,279 +95	+2%	+$8.47K	0.02%	207
2025 Q4	$486K	Buy	+5,184	New	+$486K	0.03%	189

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

SBI Okasan Asset Management's JGRO Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.76% in Q2 2026, selling an estimated $3.78K and leaving 5,239 shares worth $507K. The position accounts for 0.02% of the portfolio, ranked #211.

SBI Okasan Asset Management first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

SBI Okasan Asset Management held 5,239 shares of JPMorgan Active Growth ETF worth $507K as of Q2 2026.
SBI Okasan Asset Management sold 40 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $3.78K.
JPMorgan Active Growth ETF made up 0.02% of SBI Okasan Asset Management's portfolio in Q2 2026, its #211 holding.
SBI Okasan Asset Management first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.