Heritage Wealth Management (Ohio)’s JPMorgan Active Growth ETF JGRO Stock Holding History

Heritage Wealth Management (Ohio)’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 Q1	$1.78M	Buy	21,078 +596	+3%	+$53.1K	0.88%	37
2025 Q4	$1.9M	Buy	20,482 +2,298	+13%	+$215K	0.53%	54
2025 Q3	$1.7M	Buy	18,184 +5,367	+42%	+$479K	0.5%	55
2025 Q2	$1.1M	Buy	12,817 +7,843	+158%	+$610K	0.36%	71
2025 Q1	$367K	Buy	+4,974	New	+$400K	0.12%	165

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s JGRO Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its JPMorgan Active Growth ETF (JGRO) stake by 2.9% in Q1 2026, buying an estimated $53.1K and bringing the position to 21,078 shares worth $1.78M. The position accounts for 0.88% of the portfolio, ranked #37.

Heritage Wealth Management (Ohio) first reported a position in JGRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.9M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Heritage Wealth Management (Ohio) held 21,078 shares of JPMorgan Active Growth ETF worth $1.78M as of Q1 2026.
Heritage Wealth Management (Ohio) bought 596 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $53.1K.
JPMorgan Active Growth ETF made up 0.88% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #37 holding.
Heritage Wealth Management (Ohio) first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 5 quarters since.
Heritage Wealth Management (Ohio)'s JPMorgan Active Growth ETF position peaked at $1.9M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.