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B. Riley Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

B. Riley Wealth Advisors’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
Q3 		$2.38M Buy
+24,669
New +$2.33M 0.09% 197
2026
Q1 		– Sell
-18,760
Closed -$1.74M – 1023
2025
Q4 		$1.74M Buy
18,760
+3,576
+24% +$335K 0.08% 230
2025
Q3 		$1.42M Buy
15,184
+1,125
+8% +$100K 0.07% 269
2025
Q2 		$1.21M Sell
14,059
-10,839
-44% -$843K 0.06% 310
2025
Q1 		$1.84M Buy
24,898
+17,507
+237% +$1.41M 0.05% 342
2024
Q4 		$599K Buy
7,391
+3,532
+92% +$284K 0.02% 628
2024
Q3 		$294K Buy
3,859
+864
+29% +$64.1K 0.01% 964
2024
Q2 		$225K Buy
+2,995
New +$212K 0.01% 1166

Other funds holding JGRO

GA
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

B. Riley Wealth Advisors's JGRO Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in JPMorgan Active Growth ETF (JGRO) in Q3 2026: 24,669 shares worth $2.38M. The stake represents 0.09% of the portfolio and ranks #197 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in JGRO as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in JGRO in Q2 2024 and has held it in 8 quarters since. 61 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • B. Riley Wealth Advisors held 24,669 shares of JPMorgan Active Growth ETF worth $2.38M as of Q3 2026.
  • JPMorgan Active Growth ETF was a new B. Riley Wealth Advisors position in Q3 2026.
  • JPMorgan Active Growth ETF made up 0.09% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #197 holding.
  • B. Riley Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 61 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.