High Net Worth Advisory Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

High Net Worth Advisory Group’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	$812K	Buy	9,605 +270	+3%	+$24.1K	0.19%	112
2025 Q4	$866K	Buy	9,335 +533	+6%	+$50K	0.2%	109
2025 Q3	$825K	Buy	8,802 +796	+10%	+$71K	0.2%	104
2025 Q2	$689K	Sell	8,006 -35	-0.4%	-$2.72K	0.18%	107
2025 Q1	$593K	Buy	8,041 +2,650	+49%	+$213K	0.17%	112
2024 Q4	$437K	Buy	+5,391	New	+$433K	0.12%	137

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

High Net Worth Advisory Group's JGRO Position: Q1 2026 in Review

High Net Worth Advisory Group increased its JPMorgan Active Growth ETF (JGRO) stake by 2.9% in Q1 2026, buying an estimated $24.1K and bringing the position to 9,605 shares worth $812K. The position accounts for 0.19% of the portfolio, ranked #112.

High Net Worth Advisory Group first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $866K in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

High Net Worth Advisory Group held 9,605 shares of JPMorgan Active Growth ETF worth $812K as of Q1 2026.
High Net Worth Advisory Group bought 270 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $24.1K.
JPMorgan Active Growth ETF made up 0.19% of High Net Worth Advisory Group's portfolio in Q1 2026, its #112 holding.
High Net Worth Advisory Group first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
High Net Worth Advisory Group's JPMorgan Active Growth ETF position peaked at $866K in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.