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 Q2	$2.7M	Buy	27,395 +5,045	+23%	+$477K	1.01%	27
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 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 Harbor Wealth Partners's JGRO Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its JPMorgan Active Growth ETF (JGRO) stake by 23% in Q2 2026, buying an estimated $477K and bringing the position to 27,395 shares worth $2.7M. The position accounts for 1.01% of the portfolio, ranked #27.

Oak Harbor Wealth Partners first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Oak Harbor Wealth Partners held 27,395 shares of JPMorgan Active Growth ETF worth $2.7M as of Q2 2026.
Oak Harbor Wealth Partners bought 5,045 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $477K.
JPMorgan Active Growth ETF made up 1.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #27 holding.
Oak Harbor Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.