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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 370 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.
370 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.