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

Financial Network 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
Q1 		– Sell
-2,394
Closed -$222K – 118
2025
Q4 		$222K Buy
2,394
+62
+3% +$5.81K 0.07% 107
2025
Q3 		$221K Buy
+2,332
New +$208K 0.07% 107
2025
Q1 		$134K Buy
+1,828
New +$147K 0.05% 143

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Network Wealth Management's JGRO Position: Q1 2026 in Review

Financial Network Wealth Management sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2026, closing a stake of 2,394 shares — an estimated $222K sold.

Financial Network Wealth Management first reported a position in JGRO in Q1 2025 and held it in 3 quarters. The position peaked at $222K in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Financial Network Wealth Management reported no remaining JPMorgan Active Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Management sold 2,394 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $222K.
  • Financial Network Wealth Management first reported a position in JPMorgan Active Growth ETF in Q1 2025 and held it in 3 quarters.
  • Financial Network Wealth Management's JPMorgan Active Growth ETF position peaked at $222K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.