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

Barnes Wealth Management Group’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	$822K	Buy	9,727 +655	+7%	+$58.4K	0.42%	63
2025 Q4	$842K	Sell	9,072 -543	-6%	-$50.9K	0.45%	57
2025 Q3	$901K	Sell	9,615 -438	-4%	-$39.1K	0.5%	51
2025 Q2	$865K	Buy	10,053 +96	+1%	+$7.46K	0.51%	51
2025 Q1	$735K	Buy	9,957 +2,267	+29%	+$182K	0.47%	55
2024 Q4	$623K	Buy	+7,690	New	+$618K	0.42%	59

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Barnes Wealth Management Group's JGRO Position: Q1 2026 in Review

Barnes Wealth Management Group increased its JPMorgan Active Growth ETF (JGRO) stake by 7.2% in Q1 2026, buying an estimated $58.4K and bringing the position to 9,727 shares worth $822K. The position accounts for 0.42% of the portfolio, ranked #63.

Barnes Wealth Management Group first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $901K in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Barnes Wealth Management Group held 9,727 shares of JPMorgan Active Growth ETF worth $822K as of Q1 2026.
Barnes Wealth Management Group bought 655 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $58.4K.
JPMorgan Active Growth ETF made up 0.42% of Barnes Wealth Management Group's portfolio in Q1 2026, its #63 holding.
Barnes Wealth Management Group first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
Barnes Wealth Management Group's JPMorgan Active Growth ETF position peaked at $901K in Q3 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.