Fourth Dimension Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

Fourth Dimension Wealth’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	$404K	Buy	4,100 +50	+1%	+$4.73K	0.13%	116
2026 Q1	$342K	Buy	4,050 +550	+16%	+$49K	0.13%	102
2025 Q4	$325K	Buy	3,500 +600	+21%	+$56.2K	0.12%	98
2025 Q3	$272K	Hold	2,900	–	–	0.1%	112
2025 Q2	$250K	Buy	2,900 +50	+2%	+$3.89K	0.11%	109
2025 Q1	$210K	Buy	2,850 +1,049	+58%	+$84.3K	0.1%	108
2024 Q4	$162K	Buy	+1,801	New	+$145K	0.08%	116

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

Fourth Dimension Wealth's JGRO Position: Q2 2026 in Review

Fourth Dimension Wealth increased its JPMorgan Active Growth ETF (JGRO) stake by 1.2% in Q2 2026, buying an estimated $4.73K and bringing the position to 4,100 shares worth $404K. The position accounts for 0.13% of the portfolio, ranked #116.

Fourth Dimension Wealth first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Fourth Dimension Wealth held 4,100 shares of JPMorgan Active Growth ETF worth $404K as of Q2 2026.
Fourth Dimension Wealth bought 50 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $4.73K.
JPMorgan Active Growth ETF made up 0.13% of Fourth Dimension Wealth's portfolio in Q2 2026, its #116 holding.
Fourth Dimension Wealth first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.