Keyvantage Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

Keyvantage Wealth’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	$8.28M	Sell	97,918 -8,065	-8%	-$719K	3.64%	7
2025 Q4	$9.84M	Sell	105,983 -63,249	-37%	-$5.93M	4.21%	6
2025 Q3	$15.9M	Buy	169,232 +5,168	+3%	+$461K	6.66%	3
2025 Q2	$14.1M	Buy	164,064 +8,065	+5%	+$627K	6.34%	3
2025 Q1	$11.5M	Buy	155,999 +143,718	+1,170%	+$11.6M	5.6%	5
2024 Q4	$995K	Buy	+12,281	New	+$987K	0.71%	29

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

Keyvantage Wealth's JGRO Position: Q1 2026 in Review

Keyvantage Wealth reduced its JPMorgan Active Growth ETF (JGRO) stake by 7.6% in Q1 2026, selling an estimated $719K and leaving 97,918 shares worth $8.28M. The position accounts for 3.64% of the portfolio, ranked #7.

Keyvantage Wealth first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.9M in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Keyvantage Wealth held 97,918 shares of JPMorgan Active Growth ETF worth $8.28M as of Q1 2026.
Keyvantage Wealth sold 8,065 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $719K.
JPMorgan Active Growth ETF made up 3.64% of Keyvantage Wealth's portfolio in Q1 2026, its #7 holding.
Keyvantage Wealth first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's JPMorgan Active Growth ETF position peaked at $15.9M in Q3 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.