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Heritage Wealth Architects’s JPMorgan Active Growth ETF JGRO Stock Holding History

Heritage Wealth Architects’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
Q3 		$1.75M Sell
17,875
-914
-5% -$86.5K 0.71% 20
2026
Q2 		$1.78M Sell
18,789
-204
-1% -$19.3K 0.71% 19
2026
Q1 		$1.79M Buy
18,993
+1,186
+7% +$106K 0.75% 20
2025
Q4 		$1.63M Buy
17,807
+4,882
+38% +$458K 0.76% 20
2025
Q3 		$1.21M Buy
12,925
+6,025
+87% +$538K 0.75% 24
2025
Q2 		$594K Buy
6,900
+681
+11% +$52.9K 0.44% 32
2025
Q1 		$459K Buy
+6,219
New +$500K 0.45% 23

Other funds holding JGRO

SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Heritage Wealth Architects's JGRO Position: Q3 2026 in Review

Heritage Wealth Architects reduced its JPMorgan Active Growth ETF (JGRO) stake by 4.9% in Q3 2026, selling an estimated $86.5K and leaving 17,875 shares worth $1.75M. The position accounts for 0.71% of the portfolio, ranked #20.

Heritage Wealth Architects first reported a position in JGRO in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.79M in Q1 2026. 19 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • Heritage Wealth Architects held 17,875 shares of JPMorgan Active Growth ETF worth $1.75M as of Q3 2026.
  • Heritage Wealth Architects sold 914 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $86.5K.
  • JPMorgan Active Growth ETF made up 0.71% of Heritage Wealth Architects's portfolio in Q3 2026, its #20 holding.
  • Heritage Wealth Architects first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • Heritage Wealth Architects's JPMorgan Active Growth ETF position peaked at $1.79M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.