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

Arkadios 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
2026 Q2	$307K	Sell	3,118 -190,052	-98%	-$18M	﹤0.01%	1393
2026 Q1	$16.3M	Buy	193,170 +190,052	+6,095%	+$16.9M	0.27%	82
2025 Q4	$289K	Sell	3,118 -46	-1%	-$4.31K	0.01%	1269
2025 Q3	$297K	Sell	3,164 -113	-3%	-$10.1K	0.01%	1160
2025 Q2	$282K	Buy	+3,277	New	+$255K	0.01%	1079

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

Arkadios Wealth Advisors's JGRO Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 98% in Q2 2026, selling an estimated $18M and leaving 3,118 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Arkadios Wealth Advisors first reported a position in JGRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.3M in Q1 2026. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Arkadios Wealth Advisors held 3,118 shares of JPMorgan Active Growth ETF worth $307K as of Q2 2026.
Arkadios Wealth Advisors sold 190,052 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $18M.
JPMorgan Active Growth ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1393 holding.
Arkadios Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
Arkadios Wealth Advisors's JPMorgan Active Growth ETF position peaked at $16.3M in Q1 2026.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.