Goldstein Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Goldstein Advisors’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	$69M	Buy	700,355 +21,965	+3%	+$2.08M	6.31%	4
2026 Q1	$57.3M	Buy	678,390 +33,591	+5%	+$2.99M	6.37%	4
2025 Q4	$59.8M	Buy	644,799 +813	+0.1%	+$76.2K	6.82%	4
2025 Q3	$60.4M	Sell	643,986 -10,275	-2%	-$917K	7.34%	3
2025 Q2	$56.3M	Sell	654,261 -59,513	-8%	-$4.63M	7.57%	3
2025 Q1	$52.7M	Buy	713,774 +6,286	+0.9%	+$505K	7.7%	3
2024 Q4	$57.3M	Buy	707,488 +2,876	+0.4%	+$231K	8.33%	3
2024 Q3	$54.2M	Buy	704,612 +441,560	+168%	+$32.8M	8.23%	3
2024 Q2	$19.8M	Buy	263,052 +5,498	+2%	+$389K	3.31%	9
2024 Q1	$18.1M	Sell	257,554 -12,482	-5%	-$827K	3.09%	10
2023 Q4	$16.5M	Buy	270,036 +9,433	+4%	+$537K	2.78%	11
2023 Q3	$14M	Buy	260,603 +13,510	+5%	+$755K	2.93%	12
2023 Q2	$13.8M	Buy	247,093 +253	+0.1%	+$12.9K	2.88%	12
2023 Q1	$12.1M	Buy	246,840 +14,530	+6%	+$683K	2.67%	12
2022 Q4	$10.3M	Buy	+232,310	New	+$10.5M	2.5%	14

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

Goldstein Advisors's JGRO Position: Q2 2026 in Review

Goldstein Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 3.2% in Q2 2026, buying an estimated $2.08M and bringing the position to 700,355 shares worth $69M. The position accounts for 6.31% of the portfolio, ranked #4.

Goldstein Advisors first reported a position in JGRO in Q4 2022 and has held it in 15 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Goldstein Advisors held 700,355 shares of JPMorgan Active Growth ETF worth $69M as of Q2 2026.
Goldstein Advisors bought 21,965 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $2.08M.
JPMorgan Active Growth ETF made up 6.31% of Goldstein Advisors's portfolio in Q2 2026, its #4 holding.
Goldstein Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 15 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.