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 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

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

Atticus Wealth Management's JGRO Position: Q2 2026 in Review

Atticus Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 65% in Q2 2026, selling an estimated $1.24M and leaving 7,109 shares worth $701K. The position accounts for 0.17% of the portfolio, ranked #86.

Atticus Wealth Management first reported a position in JGRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q1 2026. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Atticus Wealth Management held 7,109 shares of JPMorgan Active Growth ETF worth $701K as of Q2 2026.
Atticus Wealth Management sold 13,146 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.24M.
JPMorgan Active Growth ETF made up 0.17% of Atticus Wealth Management's portfolio in Q2 2026, its #86 holding.
Atticus Wealth Management first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
Atticus Wealth Management's JPMorgan Active Growth ETF position peaked at $1.71M in Q1 2026.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.