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von Borstel & Associates’s JPMorgan Active Growth ETF JGRO Stock Holding History

von Borstel & Associates’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
2025
Q4 		– Sell
-15,858
Closed -$1.51M – 97
2025
Q3 		$1.51M Buy
+15,858
New +$1.42M 0.23% 51

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

von Borstel & Associates's JGRO Position: Q4 2025 in Review

von Borstel & Associates sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2025, closing a stake of 15,858 shares — an estimated $1.51M sold.

von Borstel & Associates first reported a position in JGRO in Q3 2025 and held it in 1 quarter. The position peaked at $1.51M in Q3 2025. 352 funds tracked by Wall St. Rank hold JGRO as of Q4 2025.

  • von Borstel & Associates reported no remaining JPMorgan Active Growth ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 15,858 JPMorgan Active Growth ETF shares in Q4 2025, an estimated $1.51M.
  • von Borstel & Associates first reported a position in JPMorgan Active Growth ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's JPMorgan Active Growth ETF position peaked at $1.51M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.