JGRO β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Vestmark Advisory Solutions, Inc.  Β·  13 quarters on record

AI Ownership Summary

Vestmark Advisory Solutions, Inc. reported J P MORGAN EXCHANGE TRADED F (JGRO) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.37% in 2025 Q2. The latest visible filing shows JGRO at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JGRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vestmark Advisory Solutions, Inc.'s position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JGRO was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vestmark Advisory Solutions, Inc. held JGRO β€” position size vs. price
% of Fund (quarterly)    JGRO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 609,693 +58,190 +10.6% 0.76% $56.6M 2026-02-14 (Est.) $87.89
2025 Q3 REDUCED 551,503 -548,747 -49.9% 0.99% $51.7M 2025-11-10 $95.00
2025 Q2 ADDED 1,100,250 +680,460 +162.1% 1.37% $94.7M 2025-08-06 $88.55
2025 Q1 ADDED 419,790 +134,751 +47.3% 0.80% $31.0M 2025-05-13 $80.13
2024 Q4 ADDED 285,039 +4,662 +1.7% 0.80% $23.1M 2025-02-06 $84.26
2024 Q3 ADDED 280,377 +35,095 +14.3% 0.80% $21.6M 2024-11-14 $80.88
2024 Q2 ADDED 245,282 +12,644 +5.4% 0.77% $18.4M 2024-08-12 $70.91
2024 Q1 REDUCED 232,638 -13,597 -5.5% 0.70% $16.3M 2024-05-15 $71.05
2023 Q4 ADDED 246,235 +18,148 +8.0% 0.76% $15.0M 2024-02-06 $65.75
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JGRO

As of 2026 Q1 β€” sorted by position size

Crumly & Associates Inc. 3Y 4.51%

FAQ About Vestmark Advisory Solutions, Inc. and JGRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vestmark Advisory Solutions, Inc. reported owning JGRO?

Vestmark Advisory Solutions, Inc. reported JGRO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JGRO position in Vestmark Advisory Solutions, Inc.'s portfolio?

The largest reported portfolio weight for JGRO was 1.37% in 2025 Q2.

What is the latest reported JGRO position on this page?

The most recent filing on this page is 2025 Q4, when Vestmark Advisory Solutions, Inc. reported 609,693 shares, equal to 0.76% of portfolio, with an estimated market value of $56.6M.

What does the chart on this JGRO ownership page compare?

The chart compares Vestmark Advisory Solutions, Inc.'s quarterly JGRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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