5W
JGRO icon

5T Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

5T Wealth’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 		$2.97M Sell
30,153
-3,749
-11% -$355K 1.11% 26
2026
Q1 		$2.87M Sell
33,902
-4,308
-11% -$384K 1.13% 27
2025
Q4 		$3.55M Buy
38,210
+7,986
+26% +$748K 1.42% 22
2025
Q3 		$2.83M Buy
30,224
+5,213
+21% +$465K 1.24% 24
2025
Q2 		$2.15M Sell
25,011
-584
-2% -$45.4K 1.02% 29
2025
Q1 		$1.89M Buy
25,595
+2,038
+9% +$164K 1.01% 32
2024
Q4 		$1.91M Buy
+23,557
New +$1.89M 1.04% 29

Other funds holding JGRO

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

5T Wealth's JGRO Position: Q2 2026 in Review

5T Wealth reduced its JPMorgan Active Growth ETF (JGRO) stake by 11% in Q2 2026, selling an estimated $355K and leaving 30,153 shares worth $2.97M. The position accounts for 1.11% of the portfolio, ranked #26.

5T Wealth first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.55M in Q4 2025. 151 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • 5T Wealth held 30,153 shares of JPMorgan Active Growth ETF worth $2.97M as of Q2 2026.
  • 5T Wealth sold 3,749 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $355K.
  • JPMorgan Active Growth ETF made up 1.11% of 5T Wealth's portfolio in Q2 2026, its #26 holding.
  • 5T Wealth first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 5T Wealth's JPMorgan Active Growth ETF position peaked at $3.55M in Q4 2025.
  • 151 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.