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

MN 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 Q2	$8.69M	Sell	88,130 -21,455	-20%	-$2.03M	3.7%	6
2026 Q1	$9.26M	Sell	109,585 -13,662	-11%	-$1.22M	4.51%	3
2025 Q4	$11.4M	Buy	123,247 +4,355	+4%	+$408K	5.77%	3
2025 Q3	$11.1M	Buy	118,892 +1,255	+1%	+$112K	5.95%	2
2025 Q2	$10.1M	Buy	117,637 +4,690	+4%	+$365K	5.89%	2
2025 Q1	$8.33M	Buy	112,947 +22,888	+25%	+$1.84M	4.9%	2
2024 Q4	$7.3M	Buy	90,059 +723	+0.8%	+$58.1K	4.11%	4
2024 Q3	$6.87M	Buy	89,336 +8,377	+10%	+$622K	3.91%	6
2024 Q2	$6.08M	Sell	80,959 -2,961	-4%	-$210K	3.53%	8
2024 Q1	$5.89M	Sell	83,920 -12,538	-13%	-$831K	3.65%	7
2023 Q4	$5.89M	Buy	+96,458	New	+$5.49M	4.06%	6

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

MN Wealth Advisors's JGRO Position: Q2 2026 in Review

MN Wealth Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 20% in Q2 2026, selling an estimated $2.03M and leaving 88,130 shares worth $8.69M. The position accounts for 3.7% of the portfolio, ranked #6.

MN Wealth Advisors first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.4M in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

MN Wealth Advisors held 88,130 shares of JPMorgan Active Growth ETF worth $8.69M as of Q2 2026.
MN Wealth Advisors sold 21,455 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $2.03M.
JPMorgan Active Growth ETF made up 3.7% of MN Wealth Advisors's portfolio in Q2 2026, its #6 holding.
MN Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
MN Wealth Advisors's JPMorgan Active Growth ETF position peaked at $11.4M in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.