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Steph & Co’s JPMorgan Active Growth ETF JGRO Stock Holding History

Steph & 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
Q3 		$53.8M Buy
556,645
+34,092
+7% +$3.23M 13.7% 3
2026
Q2 		$51.5M Buy
522,553
+4,606
+0.9% +$436K 13.04% 3
2026
Q1 		$43.8M Buy
517,947
+19,759
+4% +$1.76M 12.49% 3
2025
Q4 		$46.2M Buy
498,188
+19,675
+4% +$1.84M 13.32% 3
2025
Q3 		$44.9M Sell
478,513
-1,770
-0.4% -$158K 13.7% 3
2025
Q2 		$41.3M Buy
480,283
+3,216
+0.7% +$250K 13.41% 3
2025
Q1 		$35.2M Sell
477,067
-5,191
-1% -$417K 12.66% 3
2024
Q4 		$39.1M Buy
482,258
+5,291
+1% +$425K 13.19% 3
2024
Q3 		$36.7M Buy
476,967
+6,138
+1% +$455K 11.67% 3
2024
Q2 		$35.4M Sell
470,829
-20,870
-4% -$1.48M 12.06% 3
2024
Q1 		$34.5M Buy
+491,699
New +$32.6M 11.88% 3

Other funds holding JGRO

Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
Advantage Trust Company
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Steph & Co's JGRO Position: Q3 2026 in Review

Steph & Co increased its JPMorgan Active Growth ETF (JGRO) stake by 6.5% in Q3 2026, buying an estimated $3.23M and bringing the position to 556,645 shares worth $53.8M. The position accounts for 13.7% of the portfolio, ranked #3.

Steph & Co first reported a position in JGRO in Q1 2024 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • Steph & Co held 556,645 shares of JPMorgan Active Growth ETF worth $53.8M as of Q3 2026.
  • Steph & Co bought 34,092 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $3.23M.
  • JPMorgan Active Growth ETF made up 13.7% of Steph & Co's portfolio in Q3 2026, its #3 holding.
  • Steph & Co first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • 165 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.