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Soltis Investment Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Soltis 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
Q1 		– Sell
-3,042
Closed -$282K – 594
2025
Q4 		$282K Sell
3,042
-928
-23% -$87K 0.02% 415
2025
Q3 		$372K Buy
+3,970
New +$354K 0.03% 343

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Soltis Investment Advisors's JGRO Position: Q1 2026 in Review

Soltis Investment Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2026, closing a stake of 3,042 shares — an estimated $282K sold.

Soltis Investment Advisors first reported a position in JGRO in Q3 2025 and held it in 2 quarters. The position peaked at $372K in Q3 2025. 353 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Soltis Investment Advisors reported no remaining JPMorgan Active Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 3,042 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $282K.
  • Soltis Investment Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2025 and held it in 2 quarters.
  • Soltis Investment Advisors's JPMorgan Active Growth ETF position peaked at $372K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.