BPFA
JGRO icon

Barnes Pettey Financial Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Barnes Pettey Financial 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
Q2 		$765K Buy
7,757
+863
+13% +$81.6K 0.24% 81
2026
Q1 		$583K Buy
6,894
+2,477
+56% +$221K 0.25% 80
2025
Q4 		$410K Buy
4,417
+696
+19% +$65.2K 0.2% 90
2025
Q3 		$349K Buy
3,721
+536
+17% +$47.8K 0.19% 93
2025
Q2 		$274K Buy
+3,185
New +$248K 0.18% 86

Other funds holding JGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Barnes Pettey Financial Advisors's JGRO Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 13% in Q2 2026, buying an estimated $81.6K and bringing the position to 7,757 shares worth $765K. The position accounts for 0.24% of the portfolio, ranked #81.

Barnes Pettey Financial Advisors first reported a position in JGRO in Q2 2025 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Barnes Pettey Financial Advisors held 7,757 shares of JPMorgan Active Growth ETF worth $765K as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 863 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $81.6K.
  • JPMorgan Active Growth ETF made up 0.24% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Barnes Pettey Financial Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 248 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.