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 Q2	$939K	Sell	9,523 -82	-0.9%	-$7.75K	0.2%	110
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 $1.81T 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

High Net Worth Advisory Group's JGRO Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.85% in Q2 2026, selling an estimated $7.75K and leaving 9,523 shares worth $939K. The position accounts for 0.2% of the portfolio, ranked #110.

High Net Worth Advisory Group first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

High Net Worth Advisory Group held 9,523 shares of JPMorgan Active Growth ETF worth $939K as of Q2 2026.
High Net Worth Advisory Group sold 82 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $7.75K.
JPMorgan Active Growth ETF made up 0.2% of High Net Worth Advisory Group's portfolio in Q2 2026, its #110 holding.
High Net Worth Advisory Group first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.