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John W. Brooker & Co’s JPMorgan Active Growth ETF JGRO Stock Holding History

John W. Brooker & Co’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 		$923K Sell
9,367
-2,557
-21% -$242K 1.12% 28
2026
Q1 		$1.01M Sell
11,924
-4,677
-28% -$417K 1.59% 23
2025
Q4 		$1.54M Sell
16,601
-959
-5% -$89.9K 2.76% 14
2025
Q3 		$1.65M Buy
17,560
+150
+0.9% +$13.4K 3.34% 12
2025
Q2 		$1.5M Sell
17,410
-87,435
-83% -$6.8M 3.52% 11
2025
Q1 		$7.74M Buy
104,845
+7,632
+8% +$614K 3.2% 10
2024
Q4 		$7.88M Buy
97,213
+5,102
+6% +$410K 3.4% 11
2024
Q3 		$7.08M Buy
92,111
+9,017
+11% +$669K 3.25% 10
2024
Q2 		$6.24M Buy
83,094
+32,331
+64% +$2.29M 3.13% 11
2024
Q1 		$3.56M Buy
50,763
+13,239
+35% +$877K 1.91% 15
2023
Q4 		$2.29M Buy
37,524
+8,850
+31% +$504K 1.32% 20
2023
Q3 		$1.55M Buy
28,674
+7,206
+34% +$403K 0.98% 27
2023
Q2 		$1.2M Buy
21,468
+2,684
+14% +$137K 0.77% 32
2023
Q1 		$919K Buy
18,784
+176
+0.9% +$8.27K 0.61% 35
2022
Q4 		$827K Buy
18,608
+4,907
+36% +$222K 0.54% 37
2022
Q3 		$593K Buy
+13,701
New +$658K 0.38% 34

Other funds holding JGRO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

John W. Brooker & Co's JGRO Position: Q2 2026 in Review

John W. Brooker & Co reduced its JPMorgan Active Growth ETF (JGRO) stake by 21% in Q2 2026, selling an estimated $242K and leaving 9,367 shares worth $923K. The position accounts for 1.12% of the portfolio, ranked #28.

John W. Brooker & Co first reported a position in JGRO in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.88M in Q4 2024. 132 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • John W. Brooker & Co held 9,367 shares of JPMorgan Active Growth ETF worth $923K as of Q2 2026.
  • John W. Brooker & Co sold 2,557 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $242K.
  • JPMorgan Active Growth ETF made up 1.12% of John W. Brooker & Co's portfolio in Q2 2026, its #28 holding.
  • John W. Brooker & Co first reported a position in JPMorgan Active Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • John W. Brooker & Co's JPMorgan Active Growth ETF position peaked at $7.88M in Q4 2024.
  • 132 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.