Smith, Moore & Co’s JPMorgan Active Growth ETF JGRO Stock Holding History

Smith, Moore & Co’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 Q1	$1.8M	Sell	21,311 -1,052	-5%	-$93.8K	0.13%	145
2025 Q4	$2.08M	Sell	22,363 -6,802	-23%	-$637K	0.16%	118
2025 Q3	$2.73M	Sell	29,165 -833	-3%	-$74.3K	0.21%	95
2025 Q2	$2.58M	Sell	29,998 -47,419	-61%	-$3.69M	0.22%	100
2025 Q1	$5.71M	Buy	77,417 +7,265	+10%	+$584K	0.53%	34
2024 Q4	$5.68M	Buy	70,152 +65,959	+1,573%	+$5.3M	0.52%	40
2024 Q3	$322K	Buy	4,193 +267	+7%	+$19.8K	0.03%	349
2024 Q2	$295K	Buy	3,926 +379	+11%	+$26.8K	0.03%	351
2024 Q1	$249K	Buy	+3,547	New	+$235K	0.03%	376

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Smith, Moore & Co's JGRO Position: Q1 2026 in Review

Smith, Moore & Co reduced its JPMorgan Active Growth ETF (JGRO) stake by 4.7% in Q1 2026, selling an estimated $93.8K and leaving 21,311 shares worth $1.8M. The position accounts for 0.13% of the portfolio, ranked #145.

Smith, Moore & Co first reported a position in JGRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.71M in Q1 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Smith, Moore & Co held 21,311 shares of JPMorgan Active Growth ETF worth $1.8M as of Q1 2026.
Smith, Moore & Co sold 1,052 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $93.8K.
JPMorgan Active Growth ETF made up 0.13% of Smith, Moore & Co's portfolio in Q1 2026, its #145 holding.
Smith, Moore & Co first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 9 quarters since.
Smith, Moore & Co's JPMorgan Active Growth ETF position peaked at $5.71M in Q1 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.