Correct Capital Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Correct Capital Wealth Management’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	$17.6M	Sell	208,215 -560,834	-73%	-$50M	3.29%	10
2025 Q4	$71.4M	Sell	769,049 -124,656	-14%	-$11.7M	13.37%	1
2025 Q3	$83.8M	Sell	893,705 -60,863	-6%	-$5.43M	13.79%	1
2025 Q2	$82.2M	Buy	954,568 +121,065	+15%	+$9.41M	12%	2
2025 Q1	$61.5M	Sell	833,503 -8,477	-1%	-$682K	9.91%	2
2024 Q4	$68.2M	Buy	841,980 +16,459	+2%	+$1.32M	13.57%	1
2024 Q3	$63.5M	Buy	825,521 +37,788	+5%	+$2.8M	14.05%	1
2024 Q2	$59.2M	Buy	787,733 +66,636	+9%	+$4.72M	13.83%	1
2024 Q1	$50.6M	Sell	721,097 -9,429	-1%	-$625K	11.69%	1
2023 Q4	$44.6M	Buy	+730,526	New	+$41.6M	11.29%	2

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Correct Capital Wealth Management's JGRO Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 73% in Q1 2026, selling an estimated $50M and leaving 208,215 shares worth $17.6M. The position accounts for 3.29% of the portfolio, ranked #10.

Correct Capital Wealth Management first reported a position in JGRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $83.8M in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Correct Capital Wealth Management held 208,215 shares of JPMorgan Active Growth ETF worth $17.6M as of Q1 2026.
Correct Capital Wealth Management sold 560,834 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $50M.
JPMorgan Active Growth ETF made up 3.29% of Correct Capital Wealth Management's portfolio in Q1 2026, its #10 holding.
Correct Capital Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's JPMorgan Active Growth ETF position peaked at $83.8M in Q3 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.