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Medallion Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Medallion Wealth 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
Q1 		$222K Buy
2,627
+240
+10% +$21.4K 0.07% 234
2025
Q4 		$222K Buy
+2,387
New +$224K 0.07% 229

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Medallion Wealth Advisors's JGRO Position: Q1 2026 in Review

Medallion Wealth Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 10% in Q1 2026, buying an estimated $21.4K and bringing the position to 2,627 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #234.

Medallion Wealth Advisors first reported a position in JGRO in Q4 2025 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Medallion Wealth Advisors held 2,627 shares of JPMorgan Active Growth ETF worth $222K as of Q1 2026.
  • Medallion Wealth Advisors bought 240 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $21.4K.
  • JPMorgan Active Growth ETF made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #234 holding.
  • Medallion Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.