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Stephens Inc’s JPMorgan Active Growth ETF JGRO Stock Holding History

Stephens Inc’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 		$5.6M Buy
56,826
+758
+1% +$71.7K 0.06% 286
2026
Q1 		$4.74M Buy
56,068
+635
+1% +$56.6K 0.06% 297
2025
Q4 		$5.14M Sell
55,433
-173
-0.3% -$16.2K 0.06% 285
2025
Q3 		$5.21M Buy
55,606
+325
+0.6% +$29K 0.07% 282
2025
Q2 		$4.76M Buy
55,281
+8,925
+19% +$694K 0.07% 288
2025
Q1 		$3.42M Buy
46,356
+8,311
+22% +$668K 0.05% 337
2024
Q4 		$3.08M Buy
38,045
+6,092
+19% +$490K 0.04% 356
2024
Q3 		$2.46M Sell
31,953
-118
-0.4% -$8.76K 0.03% 402
2024
Q2 		$2.41M Buy
32,071
+14,718
+85% +$1.04M 0.04% 391
2024
Q1 		$1.22M Buy
17,353
+7,432
+75% +$492K 0.02% 530
2023
Q4 		$606K Buy
9,921
+4,586
+86% +$261K 0.01% 677
2023
Q3 		$288K Buy
5,335
+1,115
+26% +$62.3K 0.01% 914
2023
Q2 		$235K Buy
+4,220
New +$216K ﹤0.01% 1000

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stephens Inc's JGRO Position: Q2 2026 in Review

Stephens Inc increased its JPMorgan Active Growth ETF (JGRO) stake by 1.4% in Q2 2026, buying an estimated $71.7K and bringing the position to 56,826 shares worth $5.6M. The position accounts for 0.06% of the portfolio, ranked #286.

Stephens Inc first reported a position in JGRO in Q2 2023 and has held it in 13 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Stephens Inc held 56,826 shares of JPMorgan Active Growth ETF worth $5.6M as of Q2 2026.
  • Stephens Inc bought 758 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $71.7K.
  • JPMorgan Active Growth ETF made up 0.06% of Stephens Inc's portfolio in Q2 2026, its #286 holding.
  • Stephens Inc first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.