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Sound Income Strategies’s JPMorgan Active Growth ETF JGRO Stock Holding History

Sound Income Strategies’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 		– Sell
-55
Closed -$4.71K – 1471
2026
Q1 		$4.71K Buy
55
+2
+4% +$178 ﹤0.01% 1852
2025
Q4 		$4.9K Hold
53
– – ﹤0.01% 1814
2025
Q3 		$5.02K Hold
53
– – ﹤0.01% 1172
2025
Q2 		$4.56K Hold
53
– – ﹤0.01% 1109
2025
Q1 		$3.91K Sell
53
-285
-84% -$22.9K ﹤0.01% 1111
2024
Q4 		$27.4K Buy
338
+285
+538% +$22.9K ﹤0.01% 612
2024
Q3 		$4.08K Hold
53
– – ﹤0.01% 990
2024
Q2 		$3.98K Buy
+53
New +$3.75K ﹤0.01% 991

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Sound Income Strategies's JGRO Position: Q2 2026 in Review

Sound Income Strategies sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 55 shares — an estimated $4.71K sold.

Sound Income Strategies first reported a position in JGRO in Q2 2024 and held it in 8 quarters. The position peaked at $27.4K in Q4 2024. 321 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Sound Income Strategies reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 55 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $4.71K.
  • Sound Income Strategies first reported a position in JPMorgan Active Growth ETF in Q2 2024 and held it in 8 quarters.
  • Sound Income Strategies's JPMorgan Active Growth ETF position peaked at $27.4K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.