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

Aventura 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
Q2 		$16.8K Sell
170
-50
-23% -$4.73K 0.01% 511
2026
Q1 		$18.6K Buy
220
+100
+83% +$8.91K 0.01% 458
2025
Q4 		$11.1K Hold
120
– – ﹤0.01% 494
2025
Q3 		$11.3K Hold
120
– – ﹤0.01% 480
2025
Q2 		$10.3K Hold
120
– – ﹤0.01% 460
2025
Q1 		$8.86K Hold
120
– – ﹤0.01% 460
2024
Q4 		$9.72K Buy
+120
New +$9.64K 0.01% 435

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aventura Private Wealth's JGRO Position: Q2 2026 in Review

Aventura Private Wealth reduced its JPMorgan Active Growth ETF (JGRO) stake by 23% in Q2 2026, selling an estimated $4.73K and leaving 170 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #511.

Aventura Private Wealth first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6K in Q1 2026. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Aventura Private Wealth held 170 shares of JPMorgan Active Growth ETF worth $16.8K as of Q2 2026.
  • Aventura Private Wealth sold 50 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $4.73K.
  • JPMorgan Active Growth ETF made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #511 holding.
  • Aventura Private Wealth first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's JPMorgan Active Growth ETF position peaked at $18.6K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

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