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 Q3	$513K	Sell	5,310 -176	-3%	-$16.7K	0.11%	98
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 $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Opal Wealth Advisors's JGRO Position: Q3 2026 in Review

Opal Wealth Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 3.2% in Q3 2026, selling an estimated $16.7K and leaving 5,310 shares worth $513K. The position accounts for 0.11% of the portfolio, ranked #98.

Opal Wealth Advisors first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $580K in Q1 2026. 347 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

Opal Wealth Advisors held 5,310 shares of JPMorgan Active Growth ETF worth $513K as of Q3 2026.
Opal Wealth Advisors sold 176 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $16.7K.
JPMorgan Active Growth ETF made up 0.11% of Opal Wealth Advisors's portfolio in Q3 2026, its #98 holding.
Opal Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
Opal Wealth Advisors's JPMorgan Active Growth ETF position peaked at $580K in Q1 2026.
347 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.