Crumly & Associates’s JPMorgan Active Growth ETF JGRO Stock Holding History

Crumly & Associates’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	$24.5M	Sell	248,565 -5,214	-2%	-$493K	4.69%	3
2026 Q1	$21.4M	Sell	253,779 -33,668	-12%	-$3M	4.51%	2
2025 Q4	$26.7M	Sell	287,447 -51,838	-15%	-$4.86M	5.6%	1
2025 Q3	$31.8M	Buy	339,285 +3,173	+0.9%	+$283K	6.96%	1
2025 Q2	$28.9M	Buy	336,112 +53,055	+19%	+$4.12M	7.04%	1
2025 Q1	$20.9M	Buy	283,057 +143,417	+103%	+$11.5M	5.77%	1
2024 Q4	$11.3M	Buy	139,640 +12,344	+10%	+$992K	3.08%	8
2024 Q3	$9.79M	Buy	+127,296	New	+$9.44M	2.7%	9

Other funds holding JGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Crumly & Associates's JGRO Position: Q2 2026 in Review

Crumly & Associates reduced its JPMorgan Active Growth ETF (JGRO) stake by 2.1% in Q2 2026, selling an estimated $493K and leaving 248,565 shares worth $24.5M. The position accounts for 4.69% of the portfolio, ranked #3.

Crumly & Associates first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $31.8M in Q3 2025. 184 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Crumly & Associates held 248,565 shares of JPMorgan Active Growth ETF worth $24.5M as of Q2 2026.
Crumly & Associates sold 5,214 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $493K.
JPMorgan Active Growth ETF made up 4.69% of Crumly & Associates's portfolio in Q2 2026, its #3 holding.
Crumly & Associates first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
Crumly & Associates's JPMorgan Active Growth ETF position peaked at $31.8M in Q3 2025.
184 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.