Opal Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Opal Wealth 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 Q2	$541K	Sell	5,486 -1,381	-20%	-$131K	0.12%	89
2026 Q1	$580K	Buy	6,867 +2,367	+53%	+$211K	0.13%	87
2025 Q4	$418K	Buy	+4,500	New	+$422K	0.11%	112
2025 Q3	–	Sell	-733	Closed	-$63.1K	–	372
2025 Q2	$63.1K	Buy	733 +165	+29%	+$12.8K	0.02%	343
2025 Q1	$41.9K	Buy	+568	New	+$45.7K	0.01%	380

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

Opal Wealth Advisors's JGRO Position: Q2 2026 in Review

Opal Wealth Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 20% in Q2 2026, selling an estimated $131K and leaving 5,486 shares worth $541K. The position accounts for 0.12% of the portfolio, ranked #89.

Opal Wealth Advisors first reported a position in JGRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $580K in Q1 2026. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Opal Wealth Advisors held 5,486 shares of JPMorgan Active Growth ETF worth $541K as of Q2 2026.
Opal Wealth Advisors sold 1,381 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $131K.
JPMorgan Active Growth ETF made up 0.12% of Opal Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Opal Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 5 quarters since.
Opal Wealth Advisors's JPMorgan Active Growth ETF position peaked at $580K in Q1 2026.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.