GPS Wealth Strategies Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-5,806	Closed	-$544K	–	1099
2025 Q3	$544K	Buy	5,806 +2,518	+77%	+$225K	0.06%	180
2025 Q2	$283K	Sell	3,288 -2,184	-40%	-$170K	0.03%	261
2025 Q1	$404K	Sell	5,472 -15	-0.3%	-$1.21K	0.05%	205
2024 Q4	$445K	Buy	5,487 +51	+0.9%	+$4.1K	0.06%	186
2024 Q3	$418K	Hold	5,436	–	–	0.06%	206
2024 Q2	$409K	Hold	5,436	–	–	0.06%	184
2024 Q1	$382K	Sell	5,436 -2,373	-30%	-$157K	0.06%	184
2023 Q4	$477K	Buy	7,809 +3,094	+66%	+$176K	0.09%	151
2023 Q3	$254K	Buy	4,715 +2,430	+106%	+$136K	0.05%	215
2023 Q2	$127K	Buy	+2,285	New	+$117K	0.02%	315

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GPS Wealth Strategies Group's JGRO Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2025, closing a stake of 5,806 shares — an estimated $544K sold.

GPS Wealth Strategies Group first reported a position in JGRO in Q2 2023 and held it in 10 quarters. The position peaked at $544K in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q4 2025.

GPS Wealth Strategies Group reported no remaining JPMorgan Active Growth ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 5,806 JPMorgan Active Growth ETF shares in Q4 2025, an estimated $544K.
GPS Wealth Strategies Group first reported a position in JPMorgan Active Growth ETF in Q2 2023 and held it in 10 quarters.
GPS Wealth Strategies Group's JPMorgan Active Growth ETF position peaked at $544K in Q3 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.