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

ADG Wealth Management Group’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	$391K	Sell	3,969 -1	-0%	-$95	0.25%	29
2026 Q1	$336K	Buy	3,970 +184	+5%	+$16.4K	0.23%	29
2025 Q4	$351K	Buy	3,786 +201	+6%	+$18.8K	0.27%	27
2025 Q3	$336K	Buy	+3,585	New	+$320K	0.27%	23

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

ADG Wealth Management Group's JGRO Position: Q2 2026 in Review

ADG Wealth Management Group reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.03% in Q2 2026, selling an estimated $95 and leaving 3,969 shares worth $391K. The position accounts for 0.25% of the portfolio, ranked #29.

ADG Wealth Management Group first reported a position in JGRO in Q3 2025 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

ADG Wealth Management Group held 3,969 shares of JPMorgan Active Growth ETF worth $391K as of Q2 2026.
ADG Wealth Management Group sold 1 JPMorgan Active Growth ETF share in Q2 2026, an estimated $95.
JPMorgan Active Growth ETF made up 0.25% of ADG Wealth Management Group's portfolio in Q2 2026, its #29 holding.
ADG Wealth Management Group first reported a position in JPMorgan Active Growth ETF in Q3 2025 and has held it in 4 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.