OHWP
JGRO icon

Oak Harbor Wealth Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Oak Harbor 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
Q1 		$1.89M Buy
22,350
+2,439
+12% +$217K 0.44% 60
2025
Q4 		$1.85M Buy
19,911
+10,544
+113% +$988K 0.44% 56
2025
Q3 		$878K Hold
9,367
– – 0.22% 102
2025
Q2 		$806K Buy
9,367
+800
+9% +$62.2K 0.22% 99
2025
Q1 		$632K Buy
8,567
+4,361
+104% +$351K 0.18% 108
2024
Q4 		$341K Buy
+4,206
New +$338K 0.1% 133

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Oak Harbor Wealth Partners's JGRO Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its JPMorgan Active Growth ETF (JGRO) stake by 12% in Q1 2026, buying an estimated $217K and bringing the position to 22,350 shares worth $1.89M. The position accounts for 0.44% of the portfolio, ranked #60.

Oak Harbor Wealth Partners first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Oak Harbor Wealth Partners held 22,350 shares of JPMorgan Active Growth ETF worth $1.89M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 2,439 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $217K.
  • JPMorgan Active Growth ETF made up 0.44% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #60 holding.
  • Oak Harbor Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.