Sigma Planning Corp’s JPMorgan Active Growth ETF JGRO Stock Holding History

Sigma Planning Corp’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 Q4	–	Sell	-14,593	Closed	-$1.37M	–	1350
2025 Q3	$1.37M	Sell	14,593 -2,998	-17%	-$268K	0.04%	430
2025 Q2	$1.51M	Buy	17,591 +1,283	+8%	+$99.7K	0.05%	375
2025 Q1	$1.2M	Sell	16,308 -1,690	-9%	-$136K	0.04%	429
2024 Q4	$1.46M	Sell	17,998 -747	-4%	-$60K	0.05%	363
2024 Q3	$1.44M	Sell	18,745 -2,839	-13%	-$211K	0.04%	379
2024 Q2	$1.62M	Sell	21,584 -885	-4%	-$62.6K	0.05%	345
2024 Q1	$1.58M	Buy	22,469 +10,224	+83%	+$677K	0.05%	371
2023 Q4	$748K	Sell	12,245 -12,388	-50%	-$705K	0.06%	333
2023 Q3	$1.33M	Sell	24,633 -2,867	-10%	-$160K	0.05%	373
2023 Q2	$1.53M	Sell	27,500 -4,633	-14%	-$237K	0.06%	336
2023 Q1	$1.58M	Sell	32,133 -9,612	-23%	-$452K	0.05%	362
2022 Q4	$1.85M	Buy	+41,745	New	+$1.89M	0.07%	296

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sigma Planning Corp's JGRO Position: Q4 2025 in Review

Sigma Planning Corp sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2025, closing a stake of 14,593 shares — an estimated $1.37M sold.

Sigma Planning Corp first reported a position in JGRO in Q4 2022 and held it in 12 quarters. The position peaked at $1.85M in Q4 2022. 352 funds tracked by Wall St. Rank hold JGRO as of Q4 2025.

Sigma Planning Corp reported no remaining JPMorgan Active Growth ETF position as of Q4 2025 after selling out during the quarter.
Sigma Planning Corp sold 14,593 JPMorgan Active Growth ETF shares in Q4 2025, an estimated $1.37M.
Sigma Planning Corp first reported a position in JPMorgan Active Growth ETF in Q4 2022 and held it in 12 quarters.
Sigma Planning Corp's JPMorgan Active Growth ETF position peaked at $1.85M in Q4 2022.
352 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.