IHT Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

IHT Wealth Management’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	$4.5M	Sell	45,615 -10,457	-19%	-$989K	0.1%	219
2026 Q1	$4.74M	Buy	56,072 +19,225	+52%	+$1.71M	0.11%	197
2025 Q4	$3.42M	Buy	36,847 +23,505	+176%	+$2.2M	0.08%	240
2025 Q3	$1.25M	Sell	13,342 -6,856	-34%	-$612K	0.03%	468
2025 Q2	$1.74M	Sell	20,198 -6,070	-23%	-$472K	0.05%	346
2025 Q1	$1.94M	Sell	26,268 -14,238	-35%	-$1.14M	0.06%	297
2024 Q4	$3.28M	Sell	40,506 -54	-0.1%	-$4.34K	0.11%	191
2024 Q3	$3.12M	Sell	40,560 -2,814	-6%	-$209K	0.09%	232
2024 Q2	$3.26M	Buy	+43,374	New	+$3.07M	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

IHT Wealth Management's JGRO Position: Q2 2026 in Review

IHT Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 19% in Q2 2026, selling an estimated $989K and leaving 45,615 shares worth $4.5M. The position accounts for 0.1% of the portfolio, ranked #219.

IHT Wealth Management first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.74M in Q1 2026. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

IHT Wealth Management held 45,615 shares of JPMorgan Active Growth ETF worth $4.5M as of Q2 2026.
IHT Wealth Management sold 10,457 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $989K.
JPMorgan Active Growth ETF made up 0.1% of IHT Wealth Management's portfolio in Q2 2026, its #219 holding.
IHT Wealth Management first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
IHT Wealth Management's JPMorgan Active Growth ETF position peaked at $4.74M in Q1 2026.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.