Daymark Wealth Partners
JGRO icon

Daymark Wealth Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Daymark Wealth Partners’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 		$35.9M Buy
371,240
+7,178
+2% +$679K 0.81% 24
2026
Q2 		$35.9M Sell
364,062
-81,716
-18% -$7.73M 0.88% 24
2026
Q1 		$37.7M Buy
445,778
+24,724
+6% +$2.2M 1.18% 15
2025
Q4 		$39.1M Buy
421,054
+47,909
+13% +$4.49M 1.25% 13
2025
Q3 		$35M Buy
373,145
+16,156
+5% +$1.44M 1.19% 13
2025
Q2 		$30.7M Buy
356,989
+32,032
+10% +$2.49M 1.17% 14
2025
Q1 		$24M Buy
324,957
+51,144
+19% +$4.11M 1.03% 18
2024
Q4 		$22.2M Buy
273,813
+2,156
+0.8% +$173K 0.94% 22
2024
Q3 		$20.9M Buy
271,657
+1,532
+0.6% +$114K 0.88% 22
2024
Q2 		$20.3M Sell
270,125
-26,054
-9% -$1.84M 0.93% 18
2024
Q1 		$20.8M Sell
296,179
-15,556
-5% -$1.03M 1.12% 16
2023
Q4 		$19M Buy
311,735
+5,935
+2% +$338K 1.17% 16
2023
Q3 		$16.5M Buy
305,800
+24,543
+9% +$1.37M 1.14% 19
2023
Q2 		$15.7M Buy
281,257
+200,572
+249% +$10.2M 1.16% 17
2023
Q1 		$3.97M Buy
80,685
+52,808
+189% +$2.48M 0.53% 44
2022
Q4 		$1.24M Buy
+27,877
New +$1.26M 0.22% 81

Other funds holding JGRO

Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 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
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Daymark Wealth Partners's JGRO Position: Q3 2026 in Review

Daymark Wealth Partners increased its JPMorgan Active Growth ETF (JGRO) stake by 2% in Q3 2026, buying an estimated $679K and bringing the position to 371,240 shares worth $35.9M. The position accounts for 0.81% of the portfolio, ranked #24.

Daymark Wealth Partners first reported a position in JGRO in Q4 2022 and has held it in 16 quarters since. The position peaked at $39.1M in Q4 2025. 199 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • Daymark Wealth Partners held 371,240 shares of JPMorgan Active Growth ETF worth $35.9M as of Q3 2026.
  • Daymark Wealth Partners bought 7,178 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $679K.
  • JPMorgan Active Growth ETF made up 0.81% of Daymark Wealth Partners's portfolio in Q3 2026, its #24 holding.
  • Daymark Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Daymark Wealth Partners's JPMorgan Active Growth ETF position peaked at $39.1M in Q4 2025.
  • 199 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.