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Essential Investment Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Essential Investment 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 		$273K Buy
2,774
+2,376
+597% +$225K 0.22% 84
2026
Q1 		$33.6K Buy
398
+40
+11% +$3.57K 0.03% 162
2025
Q4 		$33.2K Buy
+358
New +$33.6K 0.03% 151

Other funds holding JGRO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Essential Investment Partners's JGRO Position: Q2 2026 in Review

Essential Investment Partners increased its JPMorgan Active Growth ETF (JGRO) stake by 597% in Q2 2026, buying an estimated $225K and bringing the position to 2,774 shares worth $273K. The position accounts for 0.22% of the portfolio, ranked #84.

Essential Investment Partners first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Essential Investment Partners held 2,774 shares of JPMorgan Active Growth ETF worth $273K as of Q2 2026.
  • Essential Investment Partners bought 2,376 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $225K.
  • JPMorgan Active Growth ETF made up 0.22% of Essential Investment Partners's portfolio in Q2 2026, its #84 holding.
  • Essential Investment Partners first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.