Lake Street Private Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Sell
11,784
-3,832
-25% -$362K 0.13% 110
2026
Q1
$1.32M Sell
15,616
-2,122
-12% -$189K 0.17% 101
2025
Q4
$1.65M Buy
17,738
+1,821
+11% +$171K 0.2% 92
2025
Q3
$1.49M Buy
15,917
+1,274
+9% +$114K 0.19% 93
2025
Q2
$1.26M Buy
14,643
+891
+6% +$69.3K 0.18% 95
2025
Q1
$1.01M Buy
13,752
+2,126
+18% +$171K 0.17% 106
2024
Q4
$942K Buy
11,626
+810
+7% +$65.1K 0.15% 107
2024
Q3
$832K Sell
10,816
-854
-7% -$63.4K 0.13% 122
2024
Q2
$877K Sell
11,670
-1,695
-13% -$120K 0.11% 157
2024
Q1
$938K Sell
13,365
-610
-4% -$40.4K 0.13% 150
2023
Q4
$854K Sell
13,975
-257
-2% -$14.6K 0.13% 144
2023
Q3
$768K Sell
14,232
-1,197
-8% -$66.9K 0.14% 146
2023
Q2
$860K Sell
15,429
-1,210
-7% -$61.8K 0.15% 144
2023
Q1
$818K Buy
16,639
+58
+0.3% +$2.73K 0.15% 145
2022
Q4
$737K Buy
+16,581
New +$751K 0.15% 145

Other funds holding JGRO

Lake Street Private Wealth's JGRO Position: Q2 2026 in Review

Lake Street Private Wealth reduced its JPMorgan Active Growth ETF (JGRO) stake by 25% in Q2 2026, selling an estimated $362K and leaving 11,784 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #110.

Lake Street Private Wealth first reported a position in JGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.65M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Lake Street Private Wealth held 11,784 shares of JPMorgan Active Growth ETF worth $1.16M as of Q2 2026.
  • Lake Street Private Wealth sold 3,832 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $362K.
  • JPMorgan Active Growth ETF made up 0.13% of Lake Street Private Wealth's portfolio in Q2 2026, its #110 holding.
  • Lake Street Private Wealth first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Lake Street Private Wealth's JPMorgan Active Growth ETF position peaked at $1.65M in Q4 2025.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.