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 Q2	–	Sell	-7	Closed	-$592	–	500
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 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

Guardian Wealth Advisors (North Carolina)'s JGRO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 7 shares — an estimated $592 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in JGRO in Q4 2024 and held it in 4 quarters. The position peaked at $7.83K in Q2 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 7 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $592.
Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan Active Growth ETF in Q4 2024 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s JPMorgan Active Growth ETF position peaked at $7.83K in Q2 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.