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AAF Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

AAF Wealth Management’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 		– Sell
-2,505
Closed -$212K – 60
2026
Q1 		$212K Hold
2,505
– – 0.09% 52
2025
Q4 		$232K Buy
+2,505
New +$235K 0.1% 48

Other funds holding JGRO

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NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
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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

AAF Wealth Management's JGRO Position: Q2 2026 in Review

AAF Wealth Management sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 2,505 shares — an estimated $212K sold.

AAF Wealth Management first reported a position in JGRO in Q4 2025 and held it in 2 quarters. The position peaked at $232K in Q4 2025. 192 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • AAF Wealth Management reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
  • AAF Wealth Management sold 2,505 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $212K.
  • AAF Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2025 and held it in 2 quarters.
  • AAF Wealth Management's JPMorgan Active Growth ETF position peaked at $232K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.