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

Aprio 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 		$25.5M Sell
258,205
-68,402
-21% -$6.47M 1.26% 16
2026
Q1 		$27.6M Buy
326,607
+13,376
+4% +$1.19M 1.51% 13
2025
Q4 		$29.1M Buy
+313,231
New +$29.4M 1.67% 13

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
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Aprio Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 21% in Q2 2026, selling an estimated $6.47M and leaving 258,205 shares worth $25.5M. The position accounts for 1.26% of the portfolio, ranked #16.

Aprio Wealth Management first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.1M in Q4 2025. 132 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Aprio Wealth Management held 258,205 shares of JPMorgan Active Growth ETF worth $25.5M as of Q2 2026.
  • Aprio Wealth Management sold 68,402 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $6.47M.
  • JPMorgan Active Growth ETF made up 1.26% of Aprio Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Aprio Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Aprio Wealth Management's JPMorgan Active Growth ETF position peaked at $29.1M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.