UBS Group
JGRO icon

UBS Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

UBS 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
Q1 		$107M Sell
1,266,505
-22,034
-2% -$1.96M 0.02% 1002
2025
Q4 		$120M Sell
1,288,539
-41,700
-3% -$3.91M 0.02% 900
2025
Q3 		$125M Buy
1,330,239
+21,802
+2% +$1.95M 0.02% 878
2025
Q2 		$113M Buy
1,308,437
+163,865
+14% +$12.7M 0.02% 877
2025
Q1 		$84.5M Buy
1,144,572
+86,003
+8% +$6.91M 0.02% 1038
2024
Q4 		$85.8M Buy
1,058,569
+45,782
+5% +$3.68M 0.02% 1018
2024
Q3 		$77.9M Buy
1,012,787
+269,238
+36% +$20M 0.02% 876
2024
Q2 		$55.9M Buy
743,549
+626,533
+535% +$44.4M 0.02% 966
2024
Q1 		$8.22M Buy
117,016
+30,305
+35% +$2.01M ﹤0.01% 2452
2023
Q4 		$5.3M Buy
86,711
+24,535
+39% +$1.4M ﹤0.01% 2730
2023
Q3 		$3.35M Buy
62,176
+28,463
+84% +$1.59M ﹤0.01% 2952
2023
Q2 		$1.88M Buy
33,713
+29,101
+631% +$1.49M ﹤0.01% 3590
2023
Q1 		$227K Buy
+4,612
New +$217K ﹤0.01% 5292

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return