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HMV Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

HMV Wealth Advisors’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
2025
Q2 		– Sell
-3,914
Closed -$289K – 85
2025
Q1 		$289K Hold
3,914
– – 0.23% 69
2024
Q4 		$317K Buy
+3,914
New +$315K 0.32% 63

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HMV Wealth Advisors's JGRO Position: Q2 2025 in Review

HMV Wealth Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2025, closing a stake of 3,914 shares — an estimated $289K sold.

HMV Wealth Advisors first reported a position in JGRO in Q4 2024 and held it in 2 quarters. The position peaked at $317K in Q4 2024. 290 funds tracked by Wall St. Rank hold JGRO as of Q2 2025.

  • HMV Wealth Advisors reported no remaining JPMorgan Active Growth ETF position as of Q2 2025 after selling out during the quarter.
  • HMV Wealth Advisors sold 3,914 JPMorgan Active Growth ETF shares in Q2 2025, an estimated $289K.
  • HMV Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2024 and held it in 2 quarters.
  • HMV Wealth Advisors's JPMorgan Active Growth ETF position peaked at $317K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2025.

Based on HMV Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.