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

BAM 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
Q1 		– Sell
-2,300
Closed -$213K – 173
2025
Q4 		$213K Sell
2,300
-120
-5% -$11.2K 0.15% 146
2025
Q3 		$227K Buy
+2,420
New +$216K 0.18% 136

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BAM Wealth Management's JGRO Position: Q1 2026 in Review

BAM Wealth Management sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2026, closing a stake of 2,300 shares — an estimated $213K sold.

BAM Wealth Management first reported a position in JGRO in Q3 2025 and held it in 2 quarters. The position peaked at $227K in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • BAM Wealth Management reported no remaining JPMorgan Active Growth ETF position as of Q1 2026 after selling out during the quarter.
  • BAM Wealth Management sold 2,300 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $213K.
  • BAM Wealth Management first reported a position in JPMorgan Active Growth ETF in Q3 2025 and held it in 2 quarters.
  • BAM Wealth Management's JPMorgan Active Growth ETF position peaked at $227K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.