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Ashton Thomas Private Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

Ashton Thomas Private Wealth’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
Q1 		$2.13M Sell
25,161
-1,137
-4% -$101K 0.05% 343
2025
Q4 		$2.44M Buy
26,298
+585
+2% +$54.8K 0.06% 298
2025
Q3 		$2.41M Buy
25,713
+153
+0.6% +$13.7K 0.06% 290
2025
Q2 		$2.2M Buy
25,560
+134
+0.5% +$10.4K 0.08% 263
2025
Q1 		$1.88M Buy
25,426
+1,560
+7% +$125K 0.07% 266
2024
Q4 		$1.93M Buy
23,866
+7,497
+46% +$603K 0.08% 276
2024
Q3 		$1.26M Buy
16,369
+3,942
+32% +$292K 0.07% 277
2024
Q2 		$934K Buy
12,427
+1,580
+15% +$112K 0.05% 314
2024
Q1 		$762K Buy
10,847
+1,741
+19% +$115K 0.04% 347
2023
Q4 		$556K Buy
+9,106
New +$518K 0.04% 401

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ashton Thomas Private Wealth's JGRO Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its JPMorgan Active Growth ETF (JGRO) stake by 4.3% in Q1 2026, selling an estimated $101K and leaving 25,161 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #343.

Ashton Thomas Private Wealth first reported a position in JGRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.44M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Ashton Thomas Private Wealth held 25,161 shares of JPMorgan Active Growth ETF worth $2.13M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 1,137 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $101K.
  • JPMorgan Active Growth ETF made up 0.05% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #343 holding.
  • Ashton Thomas Private Wealth first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Ashton Thomas Private Wealth's JPMorgan Active Growth ETF position peaked at $2.44M in Q4 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.