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Gladstone Institutional Advisory’s JPMorgan Active Growth ETF JGRO Stock Holding History

Gladstone Institutional Advisory’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 		$1.68M Buy
17,062
+2,080
+14% +$197K 0.05% 322
2026
Q1 		$1.27M Buy
14,982
+8,968
+149% +$799K 0.05% 332
2025
Q4 		$558K Buy
6,014
+121
+2% +$11.3K 0.02% 478
2025
Q3 		$552K Buy
5,893
+42
+0.7% +$3.75K 0.02% 490
2025
Q2 		$504K Buy
5,851
+1,195
+26% +$92.9K 0.02% 492
2025
Q1 		$344K Buy
4,656
+920
+25% +$74K 0.02% 552
2024
Q4 		$303K Buy
3,736
+833
+29% +$66.9K 0.01% 581
2024
Q3 		$223K Buy
+2,903
New +$215K 0.01% 632

Other funds holding JGRO

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
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
GF
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
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Gladstone Institutional Advisory's JGRO Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its JPMorgan Active Growth ETF (JGRO) stake by 14% in Q2 2026, buying an estimated $197K and bringing the position to 17,062 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #322.

Gladstone Institutional Advisory first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. 147 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Gladstone Institutional Advisory held 17,062 shares of JPMorgan Active Growth ETF worth $1.68M as of Q2 2026.
  • Gladstone Institutional Advisory bought 2,080 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $197K.
  • JPMorgan Active Growth ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #322 holding.
  • Gladstone Institutional Advisory first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 147 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.