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Advantage Trust Company’s JPMorgan Active Growth ETF JGRO Stock Holding History

Advantage Trust Company’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 		$28.2M Buy
286,527
+918
+0.3% +$86.8K 9.94% 2
2026
Q1 		$24.1M Buy
285,609
+7,734
+3% +$689K 10.82% 2
2025
Q4 		$25.8M Buy
277,875
+2,793
+1% +$262K 11.62% 2
2025
Q3 		$25.8M Buy
275,082
+2,103
+0.8% +$188K 11.65% 1
2025
Q2 		$23.5M Buy
272,979
+864
+0.3% +$67.2K 11.57% 1
2025
Q1 		$20.1M Sell
272,115
-10,865
-4% -$874K 12.17% 1
2024
Q4 		$22.9M Buy
282,980
+19,071
+7% +$1.53M 13.49% 1
2024
Q3 		$20.3M Sell
263,909
-5,732
-2% -$425K 13.78% 1
2024
Q2 		$20.3M Buy
269,641
+6,282
+2% +$445K 14.55% 1
2024
Q1 		$18.5M Buy
263,359
+298
+0.1% +$19.7K 13.63% 1
2023
Q4 		$16.1M Buy
+263,061
New +$15M 12.66% 1

Other funds holding JGRO

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Advantage Trust Company's JGRO Position: Q2 2026 in Review

Advantage Trust Company increased its JPMorgan Active Growth ETF (JGRO) stake by 0.32% in Q2 2026, buying an estimated $86.8K and bringing the position to 286,527 shares worth $28.2M. The position accounts for 9.94% of the portfolio, ranked #2.

Advantage Trust Company first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. 132 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Advantage Trust Company held 286,527 shares of JPMorgan Active Growth ETF worth $28.2M as of Q2 2026.
  • Advantage Trust Company bought 918 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $86.8K.
  • JPMorgan Active Growth ETF made up 9.94% of Advantage Trust Company's portfolio in Q2 2026, its #2 holding.
  • Advantage Trust Company first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 132 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.