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 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

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

Heritage Wealth Architects's JGRO Position: Q2 2026 in Review

Heritage Wealth Architects reduced its JPMorgan Active Growth ETF (JGRO) stake by 1.1% in Q2 2026, selling an estimated $19.3K and leaving 18,789 shares worth $1.78M. The position accounts for 0.71% of the portfolio, ranked #19.

Heritage Wealth Architects first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.79M in Q1 2026. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Heritage Wealth Architects held 18,789 shares of JPMorgan Active Growth ETF worth $1.78M as of Q2 2026.
Heritage Wealth Architects sold 204 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $19.3K.
JPMorgan Active Growth ETF made up 0.71% of Heritage Wealth Architects's portfolio in Q2 2026, its #19 holding.
Heritage Wealth Architects first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
Heritage Wealth Architects's JPMorgan Active Growth ETF position peaked at $1.79M in Q1 2026.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.