Northwest Financial Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Northwest Financial 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 Q1	$484K	Buy	+5,729	New	+$511K	0.93%	31
2025 Q4	–	Sell	-2,320	Closed	-$217K	–	78
2025 Q3	$217K	Buy	+2,320	New	+$207K	0.28%	90
2024 Q4	–	Sell	-70	Closed	-$5.38K	–	334
2024 Q3	$5.38K	Buy	+70	New	+$5.19K	﹤0.01%	437

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwest Financial Advisors's JGRO Position: Q1 2026 in Review

Northwest Financial Advisors opened a new position in JPMorgan Active Growth ETF (JGRO) in Q1 2026: 5,729 shares worth $484K. The stake represents 0.93% of the portfolio and ranks #31 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in JGRO as recently as Q3 2025.

Northwest Financial Advisors first reported a position in JGRO in Q3 2024 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Northwest Financial Advisors held 5,729 shares of JPMorgan Active Growth ETF worth $484K as of Q1 2026.
JPMorgan Active Growth ETF was a new Northwest Financial Advisors position in Q1 2026.
JPMorgan Active Growth ETF made up 0.93% of Northwest Financial Advisors's portfolio in Q1 2026, its #31 holding.
Northwest Financial Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 3 quarters since.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.