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Synergy Investment Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Synergy Investment Management’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 		$46.4K Hold
470
– – 0.01% 391
2026
Q1 		$39.8K Buy
+470
New +$41.9K 0.01% 313
2025
Q2 		– Sell
-170
Closed -$12.6K – 347
2025
Q1 		$12.6K Sell
170
-1
-0.6% -$80 0.01% 359
2024
Q4 		$13.8K Buy
+171
New +$13.7K 0.01% 357

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Synergy Investment Management's JGRO Position: Q2 2026 in Review

Synergy Investment Management held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 470 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #391.

Synergy Investment Management first reported a position in JGRO in Q4 2024 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Synergy Investment Management held 470 shares of JPMorgan Active Growth ETF worth $46.4K as of Q2 2026.
  • Synergy Investment Management left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
  • JPMorgan Active Growth ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #391 holding.
  • Synergy Investment Management first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.