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

Atticus 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 Q3	$506K	Sell	5,235 -1,874	-26%	-$177K	0.11%	105
2026 Q2	$701K	Sell	7,109 -13,146	-65%	-$1.24M	0.17%	86
2026 Q1	$1.71M	Buy	20,255 +2,434	+14%	+$217K	0.46%	39
2025 Q4	$1.65M	Buy	17,821 +3,850	+28%	+$361K	0.41%	48
2025 Q3	$1.31M	Buy	13,971 +6,792	+95%	+$606K	0.33%	49
2025 Q2	$618K	Buy	+7,179	New	+$558K	0.17%	78

Other funds holding JGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Atticus Wealth Management's JGRO Position: Q3 2026 in Review

Atticus Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 26% in Q3 2026, selling an estimated $177K and leaving 5,235 shares worth $506K. The position accounts for 0.11% of the portfolio, ranked #105.

Atticus Wealth Management first reported a position in JGRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.71M in Q1 2026. 238 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

Atticus Wealth Management held 5,235 shares of JPMorgan Active Growth ETF worth $506K as of Q3 2026.
Atticus Wealth Management sold 1,874 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $177K.
JPMorgan Active Growth ETF made up 0.11% of Atticus Wealth Management's portfolio in Q3 2026, its #105 holding.
Atticus Wealth Management first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 6 quarters since.
Atticus Wealth Management's JPMorgan Active Growth ETF position peaked at $1.71M in Q1 2026.
238 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.