HPIA
JGRW

Hamilton Point Investment Advisors’s Jensen Quality Growth ETF JGRW Stock Holding History

Hamilton Point Investment Advisors’s Portfolio JGRW Stock Details JGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Sell
51,332
-2,673
-5% -$70.7K 0.2% 71
2026
Q1 		$1.31M Buy
54,005
+1,487
+3% +$38.7K 0.2% 70
2025
Q4 		$1.42M Buy
52,518
+2,994
+6% +$80.9K 0.22% 65
2025
Q3 		$1.35M Sell
49,524
-870
-2% -$23.3K 0.21% 65
2025
Q2 		$1.34M Sell
50,394
-637
-1% -$16.3K 0.22% 67
2025
Q1 		$1.3M Buy
51,031
+4,886
+11% +$128K 0.23% 65
2024
Q4 		$1.2M Buy
46,145
+28,713
+165% +$761K 0.21% 64
2024
Q3 		$463K Buy
+17,432
New +$456K 0.08% 92

Other funds holding JGRW

BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
EF
Entrust Financial Wayne, Pennsylvania $154M AUM
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Hamilton Point Investment Advisors's JGRW Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its Jensen Quality Growth ETF (JGRW) stake by 4.9% in Q2 2026, selling an estimated $70.7K and leaving 51,332 shares worth $1.39M. The position accounts for 0.2% of the portfolio, ranked #71.

Hamilton Point Investment Advisors first reported a position in JGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.42M in Q4 2025. 9 funds tracked by Wall St. Rank hold JGRW as of Q2 2026.

  • Hamilton Point Investment Advisors held 51,332 shares of Jensen Quality Growth ETF worth $1.39M as of Q2 2026.
  • Hamilton Point Investment Advisors sold 2,673 Jensen Quality Growth ETF shares in Q2 2026, an estimated $70.7K.
  • Jensen Quality Growth ETF made up 0.2% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Hamilton Point Investment Advisors first reported a position in Jensen Quality Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Hamilton Point Investment Advisors's Jensen Quality Growth ETF position peaked at $1.42M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Jensen Quality Growth ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.