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 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

B. Riley Wealth Advisors's JGRO Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2026, closing a stake of 18,760 shares — an estimated $1.74M sold.

B. Riley Wealth Advisors first reported a position in JGRO in Q2 2024 and held it in 7 quarters. The position peaked at $1.84M in Q1 2025. 352 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

B. Riley Wealth Advisors reported no remaining JPMorgan Active Growth ETF position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 18,760 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $1.74M.
B. Riley Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2024 and held it in 7 quarters.
B. Riley Wealth Advisors's JPMorgan Active Growth ETF position peaked at $1.84M in Q1 2025.
352 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.