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Onyx Bridge Wealth Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Onyx Bridge Wealth Group’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 		– Sell
-3,579
Closed -$303K – 401
2026
Q1 		$303K Sell
3,579
-3,258
-48% -$290K 0.03% 291
2025
Q4 		$635K Buy
6,837
+95
+1% +$8.9K 0.07% 193
2025
Q3 		$632K Buy
+6,742
New +$602K 0.07% 188

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
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
GF
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
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Onyx Bridge Wealth Group's JGRO Position: Q2 2026 in Review

Onyx Bridge Wealth Group sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 3,579 shares — an estimated $303K sold.

Onyx Bridge Wealth Group first reported a position in JGRO in Q3 2025 and held it in 3 quarters. The position peaked at $635K in Q4 2025. 163 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Onyx Bridge Wealth Group reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 3,579 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $303K.
  • Onyx Bridge Wealth Group first reported a position in JPMorgan Active Growth ETF in Q3 2025 and held it in 3 quarters.
  • Onyx Bridge Wealth Group's JPMorgan Active Growth ETF position peaked at $635K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.