Gateway Wealth Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Gateway Wealth 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	$605K	Sell	6,137 -10,377	-63%	-$981K	0.04%	427
2026 Q1	$1.4M	Buy	16,514 +7,053	+75%	+$629K	0.05%	314
2025 Q4	$878K	Buy	9,461 +2,138	+29%	+$200K	0.1%	202
2025 Q3	$687K	Sell	7,323 -1,087	-13%	-$97K	0.09%	206
2025 Q2	$724K	Buy	8,410 +854	+11%	+$66.4K	0.14%	163
2025 Q1	$558K	Buy	7,556 +2,489	+49%	+$200K	0.13%	166
2024 Q4	$411K	Buy	5,067 +1,559	+44%	+$125K	0.11%	185
2024 Q3	$270K	Sell	3,508 -2,486	-41%	-$184K	0.07%	227
2024 Q2	$450K	Sell	5,994 -61	-1%	-$4.32K	0.14%	158
2024 Q1	$425K	Buy	6,055 +1,958	+48%	+$130K	0.15%	133
2023 Q4	$250K	Buy	+4,097	New	+$233K	0.1%	177

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

Gateway Wealth Partners's JGRO Position: Q2 2026 in Review

Gateway Wealth Partners reduced its JPMorgan Active Growth ETF (JGRO) stake by 63% in Q2 2026, selling an estimated $981K and leaving 6,137 shares worth $605K. The position accounts for 0.04% of the portfolio, ranked #427.

Gateway Wealth Partners first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q1 2026. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Gateway Wealth Partners held 6,137 shares of JPMorgan Active Growth ETF worth $605K as of Q2 2026.
Gateway Wealth Partners sold 10,377 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $981K.
JPMorgan Active Growth ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #427 holding.
Gateway Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's JPMorgan Active Growth ETF position peaked at $1.4M in Q1 2026.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.