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Legacy Edge Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Legacy Edge Advisors’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 		– Sell
-25,922
Closed -$2.19M – 219
2026
Q1 		$2.19M Buy
25,922
+4,588
+22% +$409K 0.23% 58
2025
Q4 		$1.98M Buy
+21,334
New +$2M 0.22% 60

Other funds holding JGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
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
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

Legacy Edge Advisors's JGRO Position: Q2 2026 in Review

Legacy Edge Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 25,922 shares — an estimated $2.19M sold.

Legacy Edge Advisors first reported a position in JGRO in Q4 2025 and held it in 2 quarters. The position peaked at $2.19M in Q1 2026. 260 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Legacy Edge Advisors reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 25,922 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $2.19M.
  • Legacy Edge Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's JPMorgan Active Growth ETF position peaked at $2.19M in Q1 2026.
  • 260 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.