Avantax Advisory Services’s JPMorgan Active Growth ETF JGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
18,928
+3,508
+23% +$273K 0.01% 903
2025
Q1
$1.14M Buy
15,420
+2,500
+19% +$201K 0.01% 1021
2024
Q4
$1.05M Buy
12,920
+2,563
+25% +$206K 0.01% 1019
2024
Q3
$796K Buy
10,357
+1,150
+12% +$85.3K 0.01% 1144
2024
Q2
$692K Buy
9,207
+1,871
+26% +$132K ﹤0.01% 1172
2024
Q1
$515K Buy
7,336
+3,790
+107% +$251K ﹤0.01% 1019
2023
Q4
$217K Buy
+3,546
New +$202K ﹤0.01% 1435

Other funds holding JGRO

Avantax Advisory Services's JGRO Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan Active Growth ETF (JGRO) stake by 23% in Q2 2025, buying an estimated $273K and bringing the position to 18,928 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #903.

Avantax Advisory Services first reported a position in JGRO in Q4 2023 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold JGRO as of Q2 2025.

  • Avantax Advisory Services held 18,928 shares of JPMorgan Active Growth ETF worth $1.63M as of Q2 2025.
  • Avantax Advisory Services bought 3,508 JPMorgan Active Growth ETF shares in Q2 2025, an estimated $273K.
  • JPMorgan Active Growth ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #903 holding.
  • Avantax Advisory Services first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 7 quarters since.
  • 290 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.