VestGen Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

VestGen Advisors’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	$457K	Sell	4,632 -114	-2%	-$10.8K	0.01%	703
2026 Q1	$459K	Buy	4,746 +199	+4%	+$17.7K	0.01%	683
2025 Q4	$422K	Sell	4,547 -4,198	-48%	-$393K	0.02%	519
2025 Q3	$820K	Sell	8,745 -204	-2%	-$18.2K	0.03%	397
2025 Q2	$790K	Sell	8,949 -515	-5%	-$40K	0.03%	367
2025 Q1	$698K	Buy	+9,464	New	+$761K	0.03%	343

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VestGen Advisors's JGRO Position: Q2 2026 in Review

VestGen Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 2.4% in Q2 2026, selling an estimated $10.8K and leaving 4,632 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #703.

VestGen Advisors first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $820K in Q3 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

VestGen Advisors held 4,632 shares of JPMorgan Active Growth ETF worth $457K as of Q2 2026.
VestGen Advisors sold 114 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $10.8K.
JPMorgan Active Growth ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #703 holding.
VestGen Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's JPMorgan Active Growth ETF position peaked at $820K in Q3 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.