Stifel Financial’s JPMorgan Active Growth ETF JGRO Stock Holding History

Stifel Financial’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 Q1	$44.1M	Buy	521,998 +9,256	+2%	+$825K	0.04%	397
2025 Q4	$47.6M	Buy	512,742 +36,431	+8%	+$3.41M	0.04%	368
2025 Q3	$44.7M	Buy	476,311 +83,182	+21%	+$7.42M	0.04%	389
2025 Q2	$33.8M	Buy	393,129 +72,146	+22%	+$5.61M	0.03%	435
2025 Q1	$23.7M	Buy	320,983 +58,827	+22%	+$4.73M	0.03%	515
2024 Q4	$21.2M	Buy	262,156 +29,919	+13%	+$2.4M	0.02%	554
2024 Q3	$17.9M	Buy	232,237 +35,710	+18%	+$2.65M	0.02%	619
2024 Q2	$14.8M	Buy	196,527 +26,694	+16%	+$1.89M	0.02%	653
2024 Q1	$11.9M	Buy	169,833 +17,493	+11%	+$1.16M	0.01%	743
2023 Q4	$9.31M	Buy	152,340 +41,102	+37%	+$2.34M	0.01%	799
2023 Q3	$5.99M	Buy	111,238 +31,155	+39%	+$1.74M	0.01%	943
2023 Q2	$4.46M	Sell	80,083 -1,370	-2%	-$70K	0.01%	1110
2023 Q1	$4M	Buy	81,453 +26,402	+48%	+$1.24M	0.01%	1148
2022 Q4	$2.45M	Buy	+55,051	New	+$2.49M	﹤0.01%	1371

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Stifel Financial's JGRO Position: Q1 2026 in Review

Stifel Financial increased its JPMorgan Active Growth ETF (JGRO) stake by 1.8% in Q1 2026, buying an estimated $825K and bringing the position to 521,998 shares worth $44.1M. The position accounts for 0.04% of the portfolio, ranked #397.

Stifel Financial first reported a position in JGRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $47.6M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Stifel Financial held 521,998 shares of JPMorgan Active Growth ETF worth $44.1M as of Q1 2026.
Stifel Financial bought 9,256 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $825K.
JPMorgan Active Growth ETF made up 0.04% of Stifel Financial's portfolio in Q1 2026, its #397 holding.
Stifel Financial first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 14 quarters since.
Stifel Financial's JPMorgan Active Growth ETF position peaked at $47.6M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.