Echo Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.96M Buy
60,403
+3,709
+7% +$351K 3.04% 10
2026
Q1
$4.79M Sell
56,694
-10,283
-15% -$917K 2.76% 10
2025
Q4
$6.22M Buy
66,977
+18,168
+37% +$1.7M 3.63% 10
2025
Q3
$4.58M Sell
48,809
-1,556
-3% -$139K 2.67% 12
2025
Q2
$4.33M Buy
50,365
+3,252
+7% +$253K 2.66% 13
2025
Q1
$3.48M Buy
47,113
+11,313
+32% +$910K 2.35% 13
2024
Q4
$2.9M Sell
35,800
-347
-1% -$27.9K 2% 13
2024
Q3
$2.82M Buy
36,147
+1,825
+5% +$135K 1.97% 15
2024
Q2
$2.58M Buy
34,322
+2,844
+9% +$201K 1.94% 16
2024
Q1
$2.21M Buy
31,478
+2,655
+9% +$176K 1.83% 16
2023
Q4
$1.75M Buy
+28,823
New +$1.64M 1.63% 18

Other funds holding JGRO

Echo Wealth Management's JGRO Position: Q2 2026 in Review

Echo Wealth Management increased its JPMorgan Active Growth ETF (JGRO) stake by 6.5% in Q2 2026, buying an estimated $351K and bringing the position to 60,403 shares worth $5.96M. The position accounts for 3.04% of the portfolio, ranked #10.

Echo Wealth Management first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.22M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Echo Wealth Management held 60,403 shares of JPMorgan Active Growth ETF worth $5.96M as of Q2 2026.
  • Echo Wealth Management bought 3,709 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $351K.
  • JPMorgan Active Growth ETF made up 3.04% of Echo Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Echo Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Echo Wealth Management's JPMorgan Active Growth ETF position peaked at $6.22M in Q4 2025.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.