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Guardian Wealth Advisors (North Carolina)’s JPMorgan Active Growth ETF JGRO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		$592 Buy
+7
New +$624 ﹤0.01% 602
2025
Q3 		– Sell
-91
Closed -$7.83K – 463
2025
Q2 		$7.83K Hold
91
– – ﹤0.01% 491
2025
Q1 		$6.71K Buy
91
+27
+42% +$2.17K ﹤0.01% 476
2024
Q4 		$5.19K Buy
+64
New +$5.14K ﹤0.01% 464

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s JGRO Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in JPMorgan Active Growth ETF (JGRO) in Q1 2026: 7 shares worth $592. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in JGRO as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in JGRO in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.83K in Q2 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 7 shares of JPMorgan Active Growth ETF worth $592 as of Q1 2026.
  • JPMorgan Active Growth ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • JPMorgan Active Growth ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #602 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s JPMorgan Active Growth ETF position peaked at $7.83K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.