Dynamic Advisor Solutions
JGRO icon

Dynamic Advisor Solutions’s JPMorgan Active Growth ETF JGRO Stock Holding History

Dynamic Advisor Solutions’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 		$415K Buy
4,295
+348
+9% +$32.9K 0.01% 708
2026
Q2 		$389K Buy
+3,947
New +$373K 0.01% 761
2025
Q1 		– Sell
-14,279
Closed -$1.16M – 868
2024
Q4 		$1.16M Buy
14,279
+3,918
+38% +$315K 0.05% 288
2024
Q3 		$797K Sell
10,361
-343
-3% -$25.4K 0.02% 509
2024
Q2 		$804K Buy
+10,704
New +$758K 0.03% 505

Other funds holding JGRO

Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 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
ATC
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Orrstown Financial Services
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Dynamic Advisor Solutions's JGRO Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its JPMorgan Active Growth ETF (JGRO) stake by 8.8% in Q3 2026, buying an estimated $32.9K and bringing the position to 4,295 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #708.

Dynamic Advisor Solutions first reported a position in JGRO in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.16M in Q4 2024. 73 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • Dynamic Advisor Solutions held 4,295 shares of JPMorgan Active Growth ETF worth $415K as of Q3 2026.
  • Dynamic Advisor Solutions bought 348 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $32.9K.
  • JPMorgan Active Growth ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #708 holding.
  • Dynamic Advisor Solutions first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • Dynamic Advisor Solutions's JPMorgan Active Growth ETF position peaked at $1.16M in Q4 2024.
  • 73 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.