WhitTier Trust Company’s JPMorgan Active Growth ETF JGRO Stock Holding History

WhitTier Trust Company’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	$150K	Buy	1,585 +171	+12%	+$16.2K	﹤0.01%	549
2026 Q1	$121K	Sell	1,414 -1,055	-43%	-$94K	﹤0.01%	568
2025 Q4	$231K	Buy	2,469 +1,055	+75%	+$98.9K	﹤0.01%	464
2025 Q3	$133K	Hold	1,414	–	–	﹤0.01%	516
2025 Q2	$122K	Buy	1,414 +34	+2%	+$2.64K	﹤0.01%	588
2025 Q1	$102K	Hold	1,380	–	–	﹤0.01%	617
2024 Q4	$112K	Hold	1,380	–	–	﹤0.01%	588
2024 Q3	$106K	Hold	1,380	–	–	﹤0.01%	589
2024 Q2	$104K	Hold	1,380	–	–	﹤0.01%	557
2024 Q1	$96.9K	Buy	1,380 +266	+24%	+$17.6K	﹤0.01%	563
2023 Q4	$68.1K	Buy	+1,114	New	+$63.4K	﹤0.01%	622

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

WhitTier Trust Company's JGRO Position: Q2 2026 in Review

WhitTier Trust Company increased its JPMorgan Active Growth ETF (JGRO) stake by 12% in Q2 2026, buying an estimated $16.2K and bringing the position to 1,585 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

WhitTier Trust Company first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $231K in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

WhitTier Trust Company held 1,585 shares of JPMorgan Active Growth ETF worth $150K as of Q2 2026.
WhitTier Trust Company bought 171 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $16.2K.
JPMorgan Active Growth ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #549 holding.
WhitTier Trust Company first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
WhitTier Trust Company's JPMorgan Active Growth ETF position peaked at $231K in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.