Morey & Quinn Wealth Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Morey & Quinn Wealth Partners’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	$3.56M	Buy	36,074 +1,677	+5%	+$159K	2.29%	9
2026 Q1	$2.91M	Buy	34,397 +2,722	+9%	+$243K	2.07%	11
2025 Q4	$2.94M	Buy	31,675 +6,176	+24%	+$579K	2.11%	11
2025 Q3	$2.39M	Buy	25,499 +4,232	+20%	+$378K	1.76%	12
2025 Q2	$1.83M	Buy	21,267 +15,232	+252%	+$1.18M	1.46%	16
2025 Q1	$445K	Buy	+6,035	New	+$485K	0.37%	68

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

Morey & Quinn Wealth Partners's JGRO Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its JPMorgan Active Growth ETF (JGRO) stake by 4.9% in Q2 2026, buying an estimated $159K and bringing the position to 36,074 shares worth $3.56M. The position accounts for 2.29% of the portfolio, ranked #9.

Morey & Quinn Wealth Partners first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Morey & Quinn Wealth Partners held 36,074 shares of JPMorgan Active Growth ETF worth $3.56M as of Q2 2026.
Morey & Quinn Wealth Partners bought 1,677 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $159K.
JPMorgan Active Growth ETF made up 2.29% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #9 holding.
Morey & Quinn Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.