Axis Wealth Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Axis Wealth Partners’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	$1.39M	Sell	14,129 -868	-6%	-$82.1K	0.67%	44
2026 Q1	$1.27M	Buy	14,997 +1,249	+9%	+$111K	0.67%	46
2025 Q4	$1.28M	Sell	13,748 -205	-1%	-$19.2K	0.7%	41
2025 Q3	$1.31M	Buy	13,953 +1,211	+10%	+$108K	0.77%	38
2025 Q2	$1.1M	Buy	12,742 +510	+4%	+$39.6K	0.72%	43
2025 Q1	$903K	Buy	12,232 +2,867	+31%	+$231K	0.67%	42
2024 Q4	$759K	Buy	+9,365	New	+$753K	0.64%	47

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

Axis Wealth Partners's JGRO Position: Q2 2026 in Review

Axis Wealth Partners reduced its JPMorgan Active Growth ETF (JGRO) stake by 5.8% in Q2 2026, selling an estimated $82.1K and leaving 14,129 shares worth $1.39M. The position accounts for 0.67% of the portfolio, ranked #44.

Axis Wealth Partners first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Axis Wealth Partners held 14,129 shares of JPMorgan Active Growth ETF worth $1.39M as of Q2 2026.
Axis Wealth Partners sold 868 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $82.1K.
JPMorgan Active Growth ETF made up 0.67% of Axis Wealth Partners's portfolio in Q2 2026, its #44 holding.
Axis Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.