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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Steph & Co's JGRO Position: Q2 2026 in Review

Steph & Co increased its JPMorgan Active Growth ETF (JGRO) stake by 0.89% in Q2 2026, buying an estimated $436K and bringing the position to 522,553 shares worth $51.5M. The position accounts for 13.04% of the portfolio, ranked #3.

Steph & Co first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. 182 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Steph & Co held 522,553 shares of JPMorgan Active Growth ETF worth $51.5M as of Q2 2026.
Steph & Co bought 4,606 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $436K.
JPMorgan Active Growth ETF made up 13.04% of Steph & Co's portfolio in Q2 2026, its #3 holding.
Steph & Co first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
182 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.