Strategic Financial Concepts’s JPMorgan Active Growth ETF JGRO Stock Holding History

Strategic Financial Concepts’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	$11.3M	Buy	113,876 +28,461	+33%	+$2.69M	3.36%	5
2026 Q1	$7.26M	Buy	85,415 +79,395	+1,319%	+$7.08M	1.79%	10
2025 Q4	$559K	Sell	6,020 -41,757	-87%	-$3.91M	0.51%	53
2025 Q3	$4.48M	Buy	47,777 +9,366	+24%	+$836K	0.65%	26
2025 Q2	$3.31M	Buy	38,411 +4,316	+13%	+$336K	0.47%	35
2025 Q1	$2.52M	Buy	34,095 +2,007	+6%	+$161K	0.47%	55
2024 Q4	$2.6M	Buy	32,088 +17,205	+116%	+$1.38M	0.5%	54
2024 Q3	$1.14M	Buy	14,883 +10,816	+266%	+$802K	0.36%	56
2024 Q2	$306K	Buy	4,067 +670	+20%	+$47.4K	0.18%	104
2024 Q1	$238K	Buy	+3,397	New	+$225K	0.06%	267

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

Strategic Financial Concepts's JGRO Position: Q2 2026 in Review

Strategic Financial Concepts increased its JPMorgan Active Growth ETF (JGRO) stake by 33% in Q2 2026, buying an estimated $2.69M and bringing the position to 113,876 shares worth $11.3M. The position accounts for 3.36% of the portfolio, ranked #5.

Strategic Financial Concepts first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Strategic Financial Concepts held 113,876 shares of JPMorgan Active Growth ETF worth $11.3M as of Q2 2026.
Strategic Financial Concepts bought 28,461 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $2.69M.
JPMorgan Active Growth ETF made up 3.36% of Strategic Financial Concepts's portfolio in Q2 2026, its #5 holding.
Strategic Financial Concepts first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.