EverSource Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

EverSource Wealth Advisors’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	$26.4K	Hold	268	–	–	﹤0.01%	2234
2026 Q1	$22.7K	Sell	268 -44	-14%	-$3.92K	﹤0.01%	2429
2025 Q4	$29K	Hold	312	–	–	﹤0.01%	2141
2025 Q3	$29.3K	Sell	312 -1,021	-77%	-$91.1K	﹤0.01%	2079
2025 Q2	$115K	Sell	1,333 -2,596	-66%	-$202K	0.01%	1130
2025 Q1	$290K	Buy	+3,929	New	+$316K	0.02%	540

Other funds holding JGRO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

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

EverSource Wealth Advisors's JGRO Position: Q2 2026 in Review

EverSource Wealth Advisors held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 268 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

EverSource Wealth Advisors first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $290K in Q1 2025. 121 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

EverSource Wealth Advisors held 268 shares of JPMorgan Active Growth ETF worth $26.4K as of Q2 2026.
EverSource Wealth Advisors left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
JPMorgan Active Growth ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2234 holding.
EverSource Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's JPMorgan Active Growth ETF position peaked at $290K in Q1 2025.
121 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

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