Sterling Financial Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Sterling Financial Group’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
2025 Q3	$31.9M	Sell	339,850 -14,685	-4%	-$1.31M	10.1%	3
2025 Q2	$30.5M	Buy	354,535 +2,559	+0.7%	+$199K	10.24%	2
2025 Q1	$26M	Buy	351,976 +9,292	+3%	+$747K	9.36%	4
2024 Q4	$27.8M	Sell	342,684 -7,729	-2%	-$621K	10.33%	2
2024 Q3	$26.9M	Sell	350,413 -2,288	-0.6%	-$170K	11.51%	1
2024 Q2	$26.5M	Buy	352,701 +2,102	+0.6%	+$149K	12.03%	1
2024 Q1	$24.6M	Sell	350,599 -5,446	-2%	-$361K	11.69%	1
2023 Q4	$21.8M	Buy	356,045 +109,584	+44%	+$6.24M	12.9%	1
2023 Q3	$13.3M	Buy	246,461 +5	+0%	+$279	8.34%	2
2023 Q2	$13.7M	Buy	+246,456	New	+$12.6M	9.11%	2

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sterling Financial Group's JGRO Position: Q3 2025 in Review

Sterling Financial Group reduced its JPMorgan Active Growth ETF (JGRO) stake by 4.1% in Q3 2025, selling an estimated $1.31M and leaving 339,850 shares worth $31.9M. The position accounts for 10.1% of the portfolio, ranked #3.

Sterling Financial Group first reported a position in JGRO in Q2 2023 and has held it in 10 quarters since. 300 funds tracked by Wall St. Rank hold JGRO as of Q3 2025.

Sterling Financial Group held 339,850 shares of JPMorgan Active Growth ETF worth $31.9M as of Q3 2025.
Sterling Financial Group sold 14,685 JPMorgan Active Growth ETF shares in Q3 2025, an estimated $1.31M.
JPMorgan Active Growth ETF made up 10.1% of Sterling Financial Group's portfolio in Q3 2025, its #3 holding.
Sterling Financial Group first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 10 quarters since.
300 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.