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Nations Financial Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Nations Financial Group’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 		$2.93M Buy
29,721
+1,065
+4% +$101K 0.14% 166
2026
Q1 		$2.42M Buy
28,656
+3,603
+14% +$321K 0.12% 191
2025
Q4 		$2.32M Buy
25,053
+4,714
+23% +$442K 0.12% 188
2025
Q3 		$1.91M Buy
20,339
+5,753
+39% +$513K 0.12% 200
2025
Q2 		$1.26M Buy
14,586
+2,856
+24% +$222K 0.09% 246
2025
Q1 		$866K Buy
11,730
+2,568
+28% +$206K 0.07% 301
2024
Q4 		$742K Buy
9,162
+4,368
+91% +$351K 0.05% 346
2024
Q3 		$369K Buy
4,794
+400
+9% +$29.7K 0.03% 521
2024
Q2 		$330K Buy
+4,394
New +$311K 0.03% 507

Other funds holding JGRO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Nations Financial Group's JGRO Position: Q2 2026 in Review

Nations Financial Group increased its JPMorgan Active Growth ETF (JGRO) stake by 3.7% in Q2 2026, buying an estimated $101K and bringing the position to 29,721 shares worth $2.93M. The position accounts for 0.14% of the portfolio, ranked #166.

Nations Financial Group first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Nations Financial Group held 29,721 shares of JPMorgan Active Growth ETF worth $2.93M as of Q2 2026.
  • Nations Financial Group bought 1,065 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $101K.
  • JPMorgan Active Growth ETF made up 0.14% of Nations Financial Group's portfolio in Q2 2026, its #166 holding.
  • Nations Financial Group first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 127 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.