Stratos Wealth Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Stratos Wealth Partners’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	$38.8M	Sell	458,988 -8,459	-2%	-$754K	0.44%	38
2025 Q4	$43.4M	Sell	467,447 -2,306	-0.5%	-$216K	0.49%	35
2025 Q3	$44M	Sell	469,753 -7,831	-2%	-$699K	0.52%	32
2025 Q2	$41.1M	Buy	477,584 +34,487	+8%	+$2.68M	0.56%	29
2025 Q1	$32.7M	Buy	443,097 +95,930	+28%	+$7.71M	0.5%	35
2024 Q4	$28.1M	Buy	347,167 +4,826	+1%	+$388K	0.4%	46
2024 Q3	$26.3M	Buy	342,341 +139,348	+69%	+$10.3M	0.38%	49
2024 Q2	$15.3M	Buy	202,993 +8,773	+5%	+$621K	0.24%	85
2024 Q1	$13.6M	Buy	+194,220	New	+$12.9M	0.23%	97

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

Stratos Wealth Partners's JGRO Position: Q1 2026 in Review

Stratos Wealth Partners reduced its JPMorgan Active Growth ETF (JGRO) stake by 1.8% in Q1 2026, selling an estimated $754K and leaving 458,988 shares worth $38.8M. The position accounts for 0.44% of the portfolio, ranked #38.

Stratos Wealth Partners first reported a position in JGRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $44M in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Stratos Wealth Partners held 458,988 shares of JPMorgan Active Growth ETF worth $38.8M as of Q1 2026.
Stratos Wealth Partners sold 8,459 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $754K.
JPMorgan Active Growth ETF made up 0.44% of Stratos Wealth Partners's portfolio in Q1 2026, its #38 holding.
Stratos Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 9 quarters since.
Stratos Wealth Partners's JPMorgan Active Growth ETF position peaked at $44M in Q3 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.