Financial Consulate’s JPMorgan Active Growth ETF JGRO Stock Holding History

Financial Consulate’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	$29.9K	Buy	+310	New	+$29.3K	﹤0.01%	443

Other funds holding JGRO

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Financial Consulate's JGRO Position: Q3 2026 in Review

Financial Consulate opened a new position in JPMorgan Active Growth ETF (JGRO) in Q3 2026: 310 shares worth $29.9K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings.

122 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

Financial Consulate held 310 shares of JPMorgan Active Growth ETF worth $29.9K as of Q3 2026.
JPMorgan Active Growth ETF was a new Financial Consulate position in Q3 2026.
JPMorgan Active Growth ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #443 holding.
122 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.