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
Q2 		$134M Buy
1,354,176
+87,671
+7% +$8.29M 0.02% 925
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 0.01% 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 $1.81T 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's JGRO Position: Q2 2026 in Review

UBS Group increased its JPMorgan Active Growth ETF (JGRO) stake by 6.9% in Q2 2026, buying an estimated $8.29M and bringing the position to 1,354,176 shares worth $134M. The position accounts for 0.02% of the portfolio, ranked #925.

UBS Group first reported a position in JGRO in Q1 2023 and has held it in 14 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • UBS Group held 1,354,176 shares of JPMorgan Active Growth ETF worth $134M as of Q2 2026.
  • UBS Group bought 87,671 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $8.29M.
  • JPMorgan Active Growth ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #925 holding.
  • UBS Group first reported a position in JPMorgan Active Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.