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

Guided Capital 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	$8.57M	Buy	86,934 +460	+0.5%	+$43.5K	5.01%	7
2026 Q1	$7.31M	Sell	86,474 -2,280	-3%	-$203K	4.82%	8
2025 Q4	$8.24M	Sell	88,754 -3,743	-4%	-$351K	5.77%	7
2025 Q3	$8.67M	Buy	92,497 +4,879	+6%	+$435K	7.43%	3
2025 Q2	$7.54M	Sell	87,618 -640	-0.7%	-$49.8K	5.81%	4
2025 Q1	$6.51M	Buy	88,258 +13,206	+18%	+$1.06M	5.44%	9
2024 Q4	$6.08M	Buy	+75,052	New	+$6.03M	5.57%	7

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

Guided Capital Wealth Management's JGRO Position: Q2 2026 in Review

Guided Capital Wealth Management increased its JPMorgan Active Growth ETF (JGRO) stake by 0.53% in Q2 2026, buying an estimated $43.5K and bringing the position to 86,934 shares worth $8.57M. The position accounts for 5.01% of the portfolio, ranked #7.

Guided Capital Wealth Management first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.67M in Q3 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Guided Capital Wealth Management held 86,934 shares of JPMorgan Active Growth ETF worth $8.57M as of Q2 2026.
Guided Capital Wealth Management bought 460 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $43.5K.
JPMorgan Active Growth ETF made up 5.01% of Guided Capital Wealth Management's portfolio in Q2 2026, its #7 holding.
Guided Capital Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
Guided Capital Wealth Management's JPMorgan Active Growth ETF position peaked at $8.67M in Q3 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Guided Capital Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.