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CLA (CliftonLarsonAllen) Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

CLA (CliftonLarsonAllen) 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
Q3 		$2.15M Sell
22,252
-1,911
-8% -$181K 0.03% 148
2026
Q2 		$2.38M Sell
24,163
-4,263
-15% -$403K 0.03% 142
2026
Q1 		$2.4M Sell
28,426
-2,139
-7% -$191K 0.04% 133
2025
Q4 		$2.84M Sell
30,565
-410
-1% -$38.4K 0.04% 111
2025
Q3 		$2.9M Sell
30,975
-1,919
-6% -$171K 0.05% 107
2025
Q2 		$2.83M Buy
+32,894
New +$2.56M 0.05% 106

Other funds holding JGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's JGRO Position: Q3 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 7.9% in Q3 2026, selling an estimated $181K and leaving 22,252 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #148.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JGRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.9M in Q3 2025. 46 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 22,252 shares of JPMorgan Active Growth ETF worth $2.15M as of Q3 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,911 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $181K.
  • JPMorgan Active Growth ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q3 2026, its #148 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's JPMorgan Active Growth ETF position peaked at $2.9M in Q3 2025.
  • 46 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.