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

Kingsview 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	$8.46M	Buy	85,761 +7,549	+10%	+$714K	0.1%	187
2026 Q1	$6.61M	Buy	78,212 +44,886	+135%	+$4M	0.09%	236
2025 Q4	$3.09M	Buy	33,326 +1,469	+5%	+$138K	0.04%	383
2025 Q3	$2.99M	Sell	31,857 -1,985	-6%	-$177K	0.05%	381
2025 Q2	$2.91M	Buy	33,842 +3,472	+11%	+$270K	0.05%	360
2025 Q1	$2.24M	Buy	30,370 +8,713	+40%	+$701K	0.04%	368
2024 Q4	$1.75M	Buy	21,657 +17,046	+370%	+$1.37M	0.03%	415
2024 Q3	$354K	Sell	4,611 -451	-9%	-$33.5K	0.01%	823
2024 Q2	$380K	Buy	5,062 +1,473	+41%	+$104K	0.01%	766
2024 Q1	$252K	Buy	+3,589	New	+$238K	0.01%	886
2023 Q4	–	Sell	-5,546	Closed	-$299K	–	989
2023 Q3	$299K	Buy	+5,546	New	+$310K	0.01%	744

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

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

Kingsview Wealth Management increased its JPMorgan Active Growth ETF (JGRO) stake by 9.7% in Q2 2026, buying an estimated $714K and bringing the position to 85,761 shares worth $8.46M. The position accounts for 0.1% of the portfolio, ranked #187.

Kingsview Wealth Management first reported a position in JGRO in Q3 2023 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Kingsview Wealth Management held 85,761 shares of JPMorgan Active Growth ETF worth $8.46M as of Q2 2026.
Kingsview Wealth Management bought 7,549 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $714K.
JPMorgan Active Growth ETF made up 0.1% of Kingsview Wealth Management's portfolio in Q2 2026, its #187 holding.
Kingsview Wealth Management first reported a position in JPMorgan Active Growth ETF in Q3 2023 and has held it in 11 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.