Merited Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

Merited Wealth’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	$6.37M	Buy	64,580 +34,985	+118%	+$3.31M	4.5%	6
2026 Q1	$2.5M	Buy	29,595 +14,764	+100%	+$1.32M	2.07%	19
2025 Q4	$1.38M	Buy	+14,831	New	+$1.39M	1.28%	26

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

Merited Wealth's JGRO Position: Q2 2026 in Review

Merited Wealth increased its JPMorgan Active Growth ETF (JGRO) stake by 118% in Q2 2026, buying an estimated $3.31M and bringing the position to 64,580 shares worth $6.37M. The position accounts for 4.5% of the portfolio, ranked #6.

Merited Wealth first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Merited Wealth held 64,580 shares of JPMorgan Active Growth ETF worth $6.37M as of Q2 2026.
Merited Wealth bought 34,985 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $3.31M.
JPMorgan Active Growth ETF made up 4.5% of Merited Wealth's portfolio in Q2 2026, its #6 holding.
Merited Wealth first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
368 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.