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

New Wave 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	$848K	Sell	8,597 -12,671	-60%	-$1.2M	0.23%	94
2026 Q1	$1.8M	Sell	21,268 -3,828	-15%	-$341K	0.62%	36
2025 Q4	$2.33M	Buy	25,096 +2,854	+13%	+$267K	0.85%	32
2025 Q3	$2.09M	Buy	22,242 +12,581	+130%	+$1.12M	0.81%	30
2025 Q2	$832K	Buy	9,661 +2,735	+39%	+$213K	0.35%	54
2025 Q1	$511K	Buy	6,926 +832	+14%	+$66.9K	0.23%	63
2024 Q4	$494K	Buy	6,094 +1,792	+42%	+$144K	0.2%	68
2024 Q3	$331K	Buy	4,302 +6	+0.1%	+$445	0.15%	102
2024 Q2	$323K	Buy	+4,296	New	+$304K	0.17%	93

Other funds holding JGRO

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

New Wave Wealth Advisors's JGRO Position: Q2 2026 in Review

New Wave Wealth Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 60% in Q2 2026, selling an estimated $1.2M and leaving 8,597 shares worth $848K. The position accounts for 0.23% of the portfolio, ranked #94.

New Wave Wealth Advisors first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.33M in Q4 2025. 163 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

New Wave Wealth Advisors held 8,597 shares of JPMorgan Active Growth ETF worth $848K as of Q2 2026.
New Wave Wealth Advisors sold 12,671 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.2M.
JPMorgan Active Growth ETF made up 0.23% of New Wave Wealth Advisors's portfolio in Q2 2026, its #94 holding.
New Wave Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's JPMorgan Active Growth ETF position peaked at $2.33M in Q4 2025.
163 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

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