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Aegis Wealth Management (Iowa)’s JPMorgan Active Growth ETF JGRO Stock Holding History

Aegis Wealth Management (Iowa)’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 		$215K Sell
2,181
-500
-19% -$47.3K 0.14% 114
2026
Q1 		$227K Sell
2,681
-327
-11% -$29.2K 0.18% 100
2025
Q4 		$279K Buy
+3,008
New +$282K 0.22% 79

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s JGRO Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) reduced its JPMorgan Active Growth ETF (JGRO) stake by 19% in Q2 2026, selling an estimated $47.3K and leaving 2,181 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #114.

Aegis Wealth Management (Iowa) first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 2,181 shares of JPMorgan Active Growth ETF worth $215K as of Q2 2026.
  • Aegis Wealth Management (Iowa) sold 500 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $47.3K.
  • JPMorgan Active Growth ETF made up 0.14% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #114 holding.
  • Aegis Wealth Management (Iowa) first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Aegis Wealth Management (Iowa)'s JPMorgan Active Growth ETF position peaked at $279K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.