Greenline Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Greenline Wealth Management’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	$641K	Sell	6,498 -42,126	-87%	-$3.98M	0.53%	53
2026 Q1	$4.11M	Buy	48,624 +2,035	+4%	+$181K	4.74%	4
2025 Q4	$4.32M	Buy	+46,589	New	+$4.37M	4.47%	3

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

Greenline Wealth Management's JGRO Position: Q2 2026 in Review

Greenline Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 87% in Q2 2026, selling an estimated $3.98M and leaving 6,498 shares worth $641K. The position accounts for 0.53% of the portfolio, ranked #53.

Greenline Wealth Management first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.32M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Greenline Wealth Management held 6,498 shares of JPMorgan Active Growth ETF worth $641K as of Q2 2026.
Greenline Wealth Management sold 42,126 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $3.98M.
JPMorgan Active Growth ETF made up 0.53% of Greenline Wealth Management's portfolio in Q2 2026, its #53 holding.
Greenline Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
Greenline Wealth Management's JPMorgan Active Growth ETF position peaked at $4.32M in Q4 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.