SOS
JGRO icon

Silver Oak Securities’s JPMorgan Active Growth ETF JGRO Stock Holding History

Silver Oak Securities’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
Q3 		– Sell
-2,518
Closed -$217K – 792
2025
Q2 		$217K Sell
2,518
-2,130
-46% -$166K 0.02% 629
2025
Q1 		$343K Buy
4,648
+1,514
+48% +$122K 0.03% 470
2024
Q4 		$256K Buy
+3,134
New +$252K 0.02% 544

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Silver Oak Securities's JGRO Position: Q3 2025 in Review

Silver Oak Securities sold out of JPMorgan Active Growth ETF (JGRO) in Q3 2025, closing a stake of 2,518 shares — an estimated $217K sold.

Silver Oak Securities first reported a position in JGRO in Q4 2024 and held it in 3 quarters. The position peaked at $343K in Q1 2025. 301 funds tracked by Wall St. Rank hold JGRO as of Q3 2025.

  • Silver Oak Securities reported no remaining JPMorgan Active Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Silver Oak Securities sold 2,518 JPMorgan Active Growth ETF shares in Q3 2025, an estimated $217K.
  • Silver Oak Securities first reported a position in JPMorgan Active Growth ETF in Q4 2024 and held it in 3 quarters.
  • Silver Oak Securities's JPMorgan Active Growth ETF position peaked at $343K in Q1 2025.
  • 301 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.