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

Beaird Harris 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 Q2	$45.9K	Hold	466	–	–	﹤0.01%	263
2026 Q1	$39.4K	Hold	466	–	–	﹤0.01%	265
2025 Q4	$43.2K	Hold	466	–	–	﹤0.01%	267
2025 Q3	$43.7K	Hold	466	–	–	﹤0.01%	260
2025 Q2	$40.1K	Buy	+466	New	+$36.2K	﹤0.01%	268

Other funds holding JGRO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Beaird Harris Wealth Management's JGRO Position: Q2 2026 in Review

Beaird Harris Wealth Management held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 466 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Beaird Harris Wealth Management first reported a position in JGRO in Q2 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Beaird Harris Wealth Management held 466 shares of JPMorgan Active Growth ETF worth $45.9K as of Q2 2026.
Beaird Harris Wealth Management left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
JPMorgan Active Growth ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #263 holding.
Beaird Harris Wealth Management first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
68 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.