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Signature Estate & Investment Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Signature Estate & Investment Advisors’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 		$5.22M Buy
52,926
+2,126
+4% +$201K 0.09% 102
2026
Q1 		$4.29M Buy
50,800
+7,531
+17% +$671K 0.09% 111
2025
Q4 		$4.02M Buy
43,269
+6,817
+19% +$639K 0.08% 112
2025
Q3 		$3.42M Sell
36,452
-1,055
-3% -$94.1K 0.07% 118
2025
Q2 		$3.23M Buy
37,507
+14,069
+60% +$1.09M 0.07% 117
2025
Q1 		$1.73M Buy
23,438
+747
+3% +$60.1K 0.05% 155
2024
Q4 		$1.84M Sell
22,691
-2,267
-9% -$182K 0.05% 142
2024
Q3 		$1.92M Sell
24,958
-656
-3% -$48.7K 0.04% 134
2024
Q2 		$1.92M Buy
+25,614
New +$1.81M 0.05% 134

Other funds holding JGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Signature Estate & Investment Advisors's JGRO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 4.2% in Q2 2026, buying an estimated $201K and bringing the position to 52,926 shares worth $5.22M. The position accounts for 0.09% of the portfolio, ranked #102.

Signature Estate & Investment Advisors first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. 260 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Signature Estate & Investment Advisors held 52,926 shares of JPMorgan Active Growth ETF worth $5.22M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 2,126 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $201K.
  • JPMorgan Active Growth ETF made up 0.09% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Signature Estate & Investment Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 260 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.