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 Q2	$2.08M	Buy	21,094 +16	+0.1%	+$1.51K	0.52%	50
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 $1.81T 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 Management (Ohio)'s JGRO Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its JPMorgan Active Growth ETF (JGRO) stake by 0.08% in Q2 2026, buying an estimated $1.51K and bringing the position to 21,094 shares worth $2.08M. The position accounts for 0.52% of the portfolio, ranked #50.

Heritage Wealth Management (Ohio) first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Heritage Wealth Management (Ohio) held 21,094 shares of JPMorgan Active Growth ETF worth $2.08M as of Q2 2026.
Heritage Wealth Management (Ohio) bought 16 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.51K.
JPMorgan Active Growth ETF made up 0.52% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #50 holding.
Heritage Wealth Management (Ohio) first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.