Modern Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Modern Wealth Management’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	$6.53M	Buy	66,222 +2,472	+4%	+$234K	0.08%	228
2026 Q1	$5.44M	Buy	63,750 +3,159	+5%	+$282K	0.09%	195
2025 Q4	$5.62M	Sell	60,591 -289	-0.5%	-$27.1K	0.1%	177
2025 Q3	$5.71M	Sell	60,880 -2,327	-4%	-$208K	0.11%	173
2025 Q2	$5.44M	Buy	63,207 +783	+1%	+$60.9K	0.13%	157
2025 Q1	$4.61M	Sell	62,424 -728	-1%	-$58.5K	0.15%	136
2024 Q4	$5.12M	Buy	+63,152	New	+$5.08M	0.19%	106

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

Modern Wealth Management's JGRO Position: Q2 2026 in Review

Modern Wealth Management increased its JPMorgan Active Growth ETF (JGRO) stake by 3.9% in Q2 2026, buying an estimated $234K and bringing the position to 66,222 shares worth $6.53M. The position accounts for 0.08% of the portfolio, ranked #228.

Modern Wealth Management first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Modern Wealth Management held 66,222 shares of JPMorgan Active Growth ETF worth $6.53M as of Q2 2026.
Modern Wealth Management bought 2,472 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $234K.
JPMorgan Active Growth ETF made up 0.08% of Modern Wealth Management's portfolio in Q2 2026, its #228 holding.
Modern Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

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