Vestmark Advisory Solutions’s JPMorgan Active Growth ETF JGRO Stock Holding History

Vestmark Advisory Solutions’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	$44.3M	Sell	523,889 -85,804	-14%	-$7.65M	0.49%	41
2025 Q4	$56.6M	Buy	609,693 +58,190	+11%	+$5.45M	0.76%	18
2025 Q3	$51.7M	Sell	551,503 -548,747	-50%	-$49M	0.99%	13
2025 Q2	$94.7M	Buy	1,100,250 +680,460	+162%	+$52.9M	1.37%	11
2025 Q1	$31M	Buy	419,790 +134,751	+47%	+$10.8M	0.8%	24
2024 Q4	$23.1M	Buy	285,039 +4,662	+2%	+$375K	0.8%	22
2024 Q3	$21.6M	Buy	280,377 +35,095	+14%	+$2.6M	0.8%	24
2024 Q2	$18.4M	Buy	245,282 +12,644	+5%	+$895K	0.77%	25
2024 Q1	$16.3M	Sell	232,638 -13,597	-6%	-$901K	0.7%	32
2023 Q4	$15M	Buy	246,235 +18,148	+8%	+$1.03M	0.76%	29
2023 Q3	$12.3M	Buy	228,087 +3,585	+2%	+$200K	0.89%	22
2023 Q2	$12.5M	Buy	224,502 +44,686	+25%	+$2.28M	0.48%	41
2023 Q1	$8.84M	Buy	179,816 +13,505	+8%	+$635K	0.38%	48
2022 Q4	$7.39M	Buy	+166,311	New	+$7.53M	0.36%	55

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Vestmark Advisory Solutions's JGRO Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its JPMorgan Active Growth ETF (JGRO) stake by 14% in Q1 2026, selling an estimated $7.65M and leaving 523,889 shares worth $44.3M. The position accounts for 0.49% of the portfolio, ranked #41.

Vestmark Advisory Solutions first reported a position in JGRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $94.7M in Q2 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Vestmark Advisory Solutions held 523,889 shares of JPMorgan Active Growth ETF worth $44.3M as of Q1 2026.
Vestmark Advisory Solutions sold 85,804 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $7.65M.
JPMorgan Active Growth ETF made up 0.49% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #41 holding.
Vestmark Advisory Solutions first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 14 quarters since.
Vestmark Advisory Solutions's JPMorgan Active Growth ETF position peaked at $94.7M in Q2 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.