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

Avior 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	$67.9M	Sell	688,966 -104,169	-13%	-$9.85M	1.79%	7
2026 Q1	$67M	Sell	793,135 -14,730	-2%	-$1.31M	1.9%	6
2025 Q4	$75M	Sell	807,865 -25,813	-3%	-$2.42M	2.34%	5
2025 Q3	$78.2M	Sell	833,678 -15,387	-2%	-$1.37M	2.52%	5
2025 Q2	$73.1M	Buy	849,065 +61,880	+8%	+$4.81M	2.52%	6
2025 Q1	$58.1M	Buy	787,185 +160,366	+26%	+$12.9M	2.21%	8
2024 Q4	$50.8M	Sell	626,819 -24,922	-4%	-$2M	1.86%	8
2024 Q3	$50.1M	Sell	651,741 -43,471	-6%	-$3.23M	2%	8
2024 Q2	$52.2M	Buy	695,212 +271,083	+64%	+$19.2M	2.25%	7
2024 Q1	$29.8M	Buy	424,129 +205,607	+94%	+$13.6M	1.38%	11
2023 Q4	$13.3M	Buy	+218,522	New	+$12.4M	0.81%	27
2023 Q2	–	Sell	-73,425	Closed	-$3.61M	–	1624
2023 Q1	$3.61M	Sell	73,425 -57,305	-44%	-$2.69M	0.25%	82
2022 Q4	$5.81M	Buy	+130,730	New	+$5.92M	0.44%	49

Other funds holding JGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

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

Avior Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 13% in Q2 2026, selling an estimated $9.85M and leaving 688,966 shares worth $67.9M. The position accounts for 1.79% of the portfolio, ranked #7.

Avior Wealth Management first reported a position in JGRO in Q4 2022 and has held it in 13 quarters since. The position peaked at $78.2M in Q3 2025. 248 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Avior Wealth Management held 688,966 shares of JPMorgan Active Growth ETF worth $67.9M as of Q2 2026.
Avior Wealth Management sold 104,169 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $9.85M.
JPMorgan Active Growth ETF made up 1.79% of Avior Wealth Management's portfolio in Q2 2026, its #7 holding.
Avior Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 13 quarters since.
Avior Wealth Management's JPMorgan Active Growth ETF position peaked at $78.2M in Q3 2025.
248 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.