Truist Financial
JGRO icon

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

Truist 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
Q2 		$1.88M Sell
19,078
-6,216
-25% -$588K ﹤0.01% 1429
2026
Q1 		$2.14M Sell
25,294
-2,452
-9% -$219K ﹤0.01% 1284
2025
Q4 		$2.57M Sell
27,746
-32,686
-54% -$3.06M ﹤0.01% 1152
2025
Q3 		$5.67M Sell
60,432
-2,169
-3% -$194K 0.01% 833
2025
Q2 		$5.39M Buy
62,601
+3,872
+7% +$301K 0.01% 823
2025
Q1 		$4.33M Buy
58,729
+30,372
+107% +$2.44M 0.01% 888
2024
Q4 		$2.3M Sell
28,357
-27,643
-49% -$2.22M ﹤0.01% 1169
2024
Q3 		$4.31M Sell
56,000
-167,567
-75% -$12.4M 0.01% 888
2024
Q2 		$16.8M Sell
223,567
-19,151
-8% -$1.36M 0.03% 452
2024
Q1 		$17M Sell
242,718
-4,756
-2% -$315K 0.03% 470
2023
Q4 		$15.1M Sell
247,474
-7,159
-3% -$407K 0.02% 486
2023
Q3 		$13.7M Sell
254,633
-20,246
-7% -$1.13M 0.02% 486
2023
Q2 		$15.3M Buy
274,879
+12,555
+5% +$642K 0.03% 454
2023
Q1 		$12.9M Buy
262,324
+6,135
+2% +$288K 0.02% 508
2022
Q4 		$11.4M Buy
256,189
+59,104
+30% +$2.68M 0.02% 525
2022
Q3 		$9M Buy
+197,085
New +$9.46M 0.02% 590

Other funds holding JGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Truist Financial's JGRO Position: Q2 2026 in Review

Truist Financial reduced its JPMorgan Active Growth ETF (JGRO) stake by 25% in Q2 2026, selling an estimated $588K and leaving 19,078 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Truist Financial first reported a position in JGRO in Q3 2022 and has held it in 16 quarters since. The position peaked at $17M in Q1 2024. 239 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Truist Financial held 19,078 shares of JPMorgan Active Growth ETF worth $1.88M as of Q2 2026.
  • Truist Financial sold 6,216 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $588K.
  • JPMorgan Active Growth ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1429 holding.
  • Truist Financial first reported a position in JPMorgan Active Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Truist Financial's JPMorgan Active Growth ETF position peaked at $17M in Q1 2024.
  • 239 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

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