YHB Investment Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

YHB Investment 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	$1.19M	Sell	12,049 -17	-0.1%	-$1.61K	0.08%	159
2026 Q1	$1.02M	Buy	12,066 +917	+8%	+$81.7K	0.07%	168
2025 Q4	$1.03M	Buy	11,149 +1,570	+16%	+$147K	0.07%	161
2025 Q3	$898K	Buy	9,579 +5,297	+124%	+$473K	0.07%	173
2025 Q2	$369K	Buy	4,282 +180	+4%	+$14K	0.03%	231
2025 Q1	$303K	Buy	4,102 +884	+27%	+$71.1K	0.03%	241
2024 Q4	$261K	Buy	3,218 +17	+0.5%	+$1.37K	0.02%	247
2024 Q3	$246K	Buy	+3,201	New	+$237K	0.02%	256

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

YHB Investment Advisors's JGRO Position: Q2 2026 in Review

YHB Investment Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.14% in Q2 2026, selling an estimated $1.61K and leaving 12,049 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #159.

YHB Investment Advisors first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

YHB Investment Advisors held 12,049 shares of JPMorgan Active Growth ETF worth $1.19M as of Q2 2026.
YHB Investment Advisors sold 17 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.61K.
JPMorgan Active Growth ETF made up 0.08% of YHB Investment Advisors's portfolio in Q2 2026, its #159 holding.
YHB Investment Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.