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

Asset One 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	$526K	Hold	5,471	–	–	0.06%	221
2026 Q1	$504K	Buy	+5,471	New	+$488K	0.06%	218

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

Asset One Wealth Management's JGRO Position: Q2 2026 in Review

Asset One Wealth Management held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 5,471 shares worth $526K. The position accounts for 0.06% of the portfolio, ranked #221.

Asset One Wealth Management first reported a position in JGRO in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Asset One Wealth Management held 5,471 shares of JPMorgan Active Growth ETF worth $526K as of Q2 2026.
Asset One Wealth Management left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
JPMorgan Active Growth ETF made up 0.06% of Asset One Wealth Management's portfolio in Q2 2026, its #221 holding.
Asset One Wealth Management first reported a position in JPMorgan Active Growth ETF in Q1 2026 and has held it in 2 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.