Kuhn & Co Investment Counsel’s JPMorgan Active Growth ETF JGRO Stock Holding History

Kuhn & Co Investment Counsel’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	$437K	Hold	4,433	–	–	0.25%	91
2026 Q1	$375K	Sell	4,433 -75	-2%	-$6.69K	0.24%	97
2025 Q4	$418K	Sell	4,508 -18	-0.4%	-$1.69K	0.28%	94
2025 Q3	$424K	Sell	4,526 -282	-6%	-$25.2K	0.34%	89
2025 Q2	$414K	Hold	4,808	–	–	0.31%	93
2025 Q1	$355K	Sell	4,808 -614	-11%	-$49.4K	0.3%	98
2024 Q4	$439K	Buy	5,422 +112	+2%	+$9K	0.37%	82
2024 Q3	$408K	Buy	5,310 +471	+10%	+$34.9K	0.35%	89
2024 Q2	$364K	Sell	4,839 -350	-7%	-$24.8K	0.33%	94
2024 Q1	$364K	Buy	5,189 +1,332	+35%	+$88.3K	0.34%	93
2023 Q4	$236K	Buy	+3,857	New	+$219K	0.24%	108

Other funds holding JGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Kuhn & Co Investment Counsel's JGRO Position: Q2 2026 in Review

Kuhn & Co Investment Counsel held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 4,433 shares worth $437K. The position accounts for 0.25% of the portfolio, ranked #91.

Kuhn & Co Investment Counsel first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $439K in Q4 2024. 222 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Kuhn & Co Investment Counsel held 4,433 shares of JPMorgan Active Growth ETF worth $437K as of Q2 2026.
Kuhn & Co Investment Counsel left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
JPMorgan Active Growth ETF made up 0.25% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #91 holding.
Kuhn & Co Investment Counsel first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's JPMorgan Active Growth ETF position peaked at $439K in Q4 2024.
222 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.