Oak Barrel Wealth Advisory’s JPMorgan Active Growth ETF JGRO Stock Holding History

Oak Barrel Wealth Advisory’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	$618K	Buy	+6,268	New	+$593K	0.27%	45
2025 Q4	$1.39M	Buy	+14,943	New	+$1.4M	0.83%	27

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

Oak Barrel Wealth Advisory's JGRO Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2026: 6,268 shares worth $618K. The stake represents 0.27% of the portfolio and ranks #45 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JGRO as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JGRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.39M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Oak Barrel Wealth Advisory held 6,268 shares of JPMorgan Active Growth ETF worth $618K as of Q2 2026.
JPMorgan Active Growth ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
JPMorgan Active Growth ETF made up 0.27% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #45 holding.
Oak Barrel Wealth Advisory first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
Oak Barrel Wealth Advisory's JPMorgan Active Growth ETF position peaked at $1.39M in Q4 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.