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 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

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

Daymark Wealth Partners's JGRO Position: Q1 2026 in Review

Daymark Wealth Partners increased its JPMorgan Active Growth ETF (JGRO) stake by 5.9% in Q1 2026, buying an estimated $2.2M and bringing the position to 445,778 shares worth $37.7M. The position accounts for 1.18% of the portfolio, ranked #15.

Daymark Wealth Partners first reported a position in JGRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $39.1M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Daymark Wealth Partners held 445,778 shares of JPMorgan Active Growth ETF worth $37.7M as of Q1 2026.
Daymark Wealth Partners bought 24,724 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $2.2M.
JPMorgan Active Growth ETF made up 1.18% of Daymark Wealth Partners's portfolio in Q1 2026, its #15 holding.
Daymark Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's JPMorgan Active Growth ETF position peaked at $39.1M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.