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Trust Company’s JPMorgan Active Growth ETF JGRO Stock Holding History

Trust Company’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 		$41.4M Sell
420,100
-1,766
-0.4% -$167K 3.74% 12
2026
Q1 		$35.7M Buy
421,866
+18,597
+5% +$1.66M 3.34% 12
2025
Q4 		$37.4M Buy
403,269
+1,843
+0.5% +$173K 3.51% 12
2025
Q3 		$37.6M Sell
401,426
-1,408
-0.3% -$126K 3.85% 12
2025
Q2 		$34.7M Sell
402,834
-323
-0.1% -$25.1K 3.91% 12
2025
Q1 		$29.7M Buy
403,157
+263,987
+190% +$21.2M 3.53% 12
2024
Q4 		$11.3M Buy
139,170
+6,282
+5% +$505K 1.29% 17
2024
Q3 		$10.2M Buy
+132,888
New +$9.86M 1.23% 17

Other funds holding JGRO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Trust Company's JGRO Position: Q2 2026 in Review

Trust Company reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.42% in Q2 2026, selling an estimated $167K and leaving 420,100 shares worth $41.4M. The position accounts for 3.74% of the portfolio, ranked #12.

Trust Company first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. 68 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Trust Company held 420,100 shares of JPMorgan Active Growth ETF worth $41.4M as of Q2 2026.
  • Trust Company sold 1,766 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $167K.
  • JPMorgan Active Growth ETF made up 3.74% of Trust Company's portfolio in Q2 2026, its #12 holding.
  • Trust Company first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 68 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.