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Arete Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-3,427
Closed -$321K – 562
2025
Q3 		$321K Sell
3,427
-822
-19% -$73.4K 0.02% 574
2025
Q2 		$366K Buy
+4,249
New +$330K 0.03% 502

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arete Wealth Advisors's JGRO Position: Q4 2025 in Review

Arete Wealth Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2025, closing a stake of 3,427 shares — an estimated $321K sold.

Arete Wealth Advisors first reported a position in JGRO in Q2 2025 and held it in 2 quarters. The position peaked at $366K in Q2 2025. 352 funds tracked by Wall St. Rank hold JGRO as of Q4 2025.

  • Arete Wealth Advisors reported no remaining JPMorgan Active Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,427 JPMorgan Active Growth ETF shares in Q4 2025, an estimated $321K.
  • Arete Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's JPMorgan Active Growth ETF position peaked at $366K in Q2 2025.
  • 352 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.