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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Daymark Wealth Partners's JGRO Position: Q2 2026 in Review

Daymark Wealth Partners reduced its JPMorgan Active Growth ETF (JGRO) stake by 18% in Q2 2026, selling an estimated $7.73M and leaving 364,062 shares worth $35.9M. The position accounts for 0.88% of the portfolio, ranked #24.

Daymark Wealth Partners first reported a position in JGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.1M in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Daymark Wealth Partners held 364,062 shares of JPMorgan Active Growth ETF worth $35.9M as of Q2 2026.
  • Daymark Wealth Partners sold 81,716 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $7.73M.
  • JPMorgan Active Growth ETF made up 0.88% of Daymark Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Daymark Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's JPMorgan Active Growth ETF position peaked at $39.1M in Q4 2025.
  • 370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.