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Copper Harbor Investment Advisors, LLC’s JPMorgan Active Growth ETF JGRO Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$10.1M Buy
+102,595
New +$9.7M 2.14% 15

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

Copper Harbor Investment Advisors, LLC's JGRO Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2026: 102,595 shares worth $10.1M. The stake represents 2.14% of the portfolio and ranks #15 among its holdings.

132 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 102,595 shares of JPMorgan Active Growth ETF worth $10.1M as of Q2 2026.
  • JPMorgan Active Growth ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • JPMorgan Active Growth ETF made up 2.14% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #15 holding.
  • 132 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.