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Broadway Wealth Solutions’s JPMorgan Active Growth ETF JGRO Stock Holding History

Broadway Wealth Solutions’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 		$4.59M Buy
46,565
+1,579
+4% +$149K 2.14% 9
2026
Q1 		$3.8M Buy
44,986
+1,832
+4% +$163K 1.97% 10
2025
Q4 		$4M Sell
43,154
-727
-2% -$68.1K 2.14% 10
2025
Q3 		$4.11M Buy
43,881
+2,468
+6% +$220K 2.31% 9
2025
Q2 		$3.56M Buy
+41,413
New +$3.22M 2.22% 9

Other funds holding JGRO

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
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
TC
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

Broadway Wealth Solutions's JGRO Position: Q2 2026 in Review

Broadway Wealth Solutions increased its JPMorgan Active Growth ETF (JGRO) stake by 3.5% in Q2 2026, buying an estimated $149K and bringing the position to 46,565 shares worth $4.59M. The position accounts for 2.14% of the portfolio, ranked #9.

Broadway Wealth Solutions first reported a position in JGRO in Q2 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Broadway Wealth Solutions held 46,565 shares of JPMorgan Active Growth ETF worth $4.59M as of Q2 2026.
  • Broadway Wealth Solutions bought 1,579 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $149K.
  • JPMorgan Active Growth ETF made up 2.14% of Broadway Wealth Solutions's portfolio in Q2 2026, its #9 holding.
  • Broadway Wealth Solutions first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.