CoreCap Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

CoreCap 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	$88.3K	Buy	914 +11	+1%	+$1.04K	﹤0.01%	1151
2026 Q2	$89K	Sell	903 -4	-0.4%	-$378	﹤0.01%	1158
2026 Q1	$76.7K	Sell	907 -4	-0.4%	-$357	﹤0.01%	1139
2025 Q4	$84.5K	Buy	911 +468	+106%	+$43.9K	﹤0.01%	1094
2025 Q3	$41.5K	Sell	443 -6	-1%	-$535	﹤0.01%	1397
2025 Q2	$38.6K	Buy	+449	New	+$34.9K	﹤0.01%	1353
2024 Q4	–	Sell	-106	Closed	-$8.15K	–	2916
2024 Q3	$8.15K	Buy	+106	New	+$7.86K	﹤0.01%	1848

Other funds holding JGRO

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

CoreCap Advisors's JGRO Position: Q3 2026 in Review

CoreCap Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 1.2% in Q3 2026, buying an estimated $1.04K and bringing the position to 914 shares worth $88.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

CoreCap Advisors first reported a position in JGRO in Q3 2024 and has held it in 7 quarters since. The position peaked at $89K in Q2 2026. 122 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

CoreCap Advisors held 914 shares of JPMorgan Active Growth ETF worth $88.3K as of Q3 2026.
CoreCap Advisors bought 11 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $1.04K.
JPMorgan Active Growth ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1151 holding.
CoreCap Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 7 quarters since.
CoreCap Advisors's JPMorgan Active Growth ETF position peaked at $89K in Q2 2026.
122 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.