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Carolina Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Carolina Wealth Advisors’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 		– Sell
-974
Closed -$90.4K – 307
2025
Q4 		$90.4K Buy
+974
New +$91.3K 0.04% 88

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Carolina Wealth Advisors's JGRO Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2026, closing a stake of 974 shares — an estimated $90.4K sold.

Carolina Wealth Advisors first reported a position in JGRO in Q4 2025 and held it in 1 quarter. The position peaked at $90.4K in Q4 2025. 353 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining JPMorgan Active Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 974 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $90.4K.
  • Carolina Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's JPMorgan Active Growth ETF position peaked at $90.4K in Q4 2025.
  • 353 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.