Steward Partners Investment Advisory’s JPMorgan Active Growth ETF JGRO Stock Holding History

Steward Partners Investment Advisory’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	$1.18M	Buy	12,019 +2,417	+25%	+$229K	0.01%	1196
2026 Q1	$812K	Sell	9,602 -3,472	-27%	-$310K	﹤0.01%	1279
2025 Q4	$1.21M	Buy	13,074 +3,487	+36%	+$327K	0.01%	976
2025 Q3	$899K	Buy	9,587 +820	+9%	+$73.2K	0.01%	1094
2025 Q2	$755K	Buy	8,767 +1,003	+13%	+$78K	0.01%	1114
2025 Q1	$573K	Buy	7,764 +1,026	+15%	+$82.5K	0.01%	1162
2024 Q4	$546K	Buy	6,738 +1,164	+21%	+$93.6K	﹤0.01%	1117
2024 Q3	$429K	Buy	5,574 +4,351	+356%	+$323K	﹤0.01%	1173
2024 Q2	$91.9K	Buy	+1,223	New	+$86.6K	﹤0.01%	1821

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Steward Partners Investment Advisory's JGRO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Active Growth ETF (JGRO) stake by 25% in Q2 2026, buying an estimated $229K and bringing the position to 12,019 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1196.

Steward Partners Investment Advisory first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.21M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Steward Partners Investment Advisory held 12,019 shares of JPMorgan Active Growth ETF worth $1.18M as of Q2 2026.
Steward Partners Investment Advisory bought 2,417 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $229K.
JPMorgan Active Growth ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1196 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's JPMorgan Active Growth ETF position peaked at $1.21M in Q4 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.