Strategic Planning Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Strategic Planning 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
2026 Q2	$224K	Sell	2,273 -306	-12%	-$28.9K	0.02%	74
2026 Q1	$218K	Buy	2,579 +84	+3%	+$7.49K	0.03%	71
2025 Q4	$232K	Sell	2,495 -385	-13%	-$36.1K	0.03%	72
2025 Q3	$270K	Sell	2,880 -161,943	-98%	-$14.5M	0.04%	70
2025 Q2	$14.2M	Sell	164,823 -14,294	-8%	-$1.11M	2.3%	16
2025 Q1	$13.2M	Sell	179,117 -2,956	-2%	-$238K	2.59%	14
2024 Q4	$14.8M	Sell	182,073 -5,140	-3%	-$413K	2.71%	13
2024 Q3	$14.4M	Sell	187,213 -540	-0.3%	-$40.1K	2.84%	9
2024 Q2	$14.1M	Buy	187,753 +10,291	+6%	+$728K	3.08%	7
2024 Q1	$12.5M	Buy	177,462 +18,574	+12%	+$1.23M	3.12%	6
2023 Q4	$9.71M	Buy	+158,888	New	+$9.04M	3.22%	3

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 Planning Group's JGRO Position: Q2 2026 in Review

Strategic Planning Group reduced its JPMorgan Active Growth ETF (JGRO) stake by 12% in Q2 2026, selling an estimated $28.9K and leaving 2,273 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #74.

Strategic Planning Group first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.8M in Q4 2024. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Strategic Planning Group held 2,273 shares of JPMorgan Active Growth ETF worth $224K as of Q2 2026.
Strategic Planning Group sold 306 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $28.9K.
JPMorgan Active Growth ETF made up 0.02% of Strategic Planning Group's portfolio in Q2 2026, its #74 holding.
Strategic Planning Group first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
Strategic Planning Group's JPMorgan Active Growth ETF position peaked at $14.8M in Q4 2024.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.