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

Elevation Wealth Management’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	$1.91M	Sell	19,377 -2,352	-11%	-$222K	1.43%	16
2026 Q1	$1.84M	Sell	21,729 -1,263	-5%	-$113K	1.68%	14
2025 Q4	$2.13M	Buy	+22,992	New	+$2.15M	2.05%	11

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Elevation Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 11% in Q2 2026, selling an estimated $222K and leaving 19,377 shares worth $1.91M. The position accounts for 1.43% of the portfolio, ranked #16.

Elevation Wealth Management first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.13M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Elevation Wealth Management held 19,377 shares of JPMorgan Active Growth ETF worth $1.91M as of Q2 2026.
Elevation Wealth Management sold 2,352 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $222K.
JPMorgan Active Growth ETF made up 1.43% of Elevation Wealth Management's portfolio in Q2 2026, its #16 holding.
Elevation Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
Elevation Wealth Management's JPMorgan Active Growth ETF position peaked at $2.13M in Q4 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.