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 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 $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Opal Wealth Advisors's JGRO Position: Q1 2026 in Review

Opal Wealth Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 53% in Q1 2026, buying an estimated $211K and bringing the position to 6,867 shares worth $580K. The position accounts for 0.13% of the portfolio, ranked #87.

Opal Wealth Advisors first reported a position in JGRO in Q1 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Opal Wealth Advisors held 6,867 shares of JPMorgan Active Growth ETF worth $580K as of Q1 2026.
Opal Wealth Advisors bought 2,367 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $211K.
JPMorgan Active Growth ETF made up 0.13% of Opal Wealth Advisors's portfolio in Q1 2026, its #87 holding.
Opal Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 4 quarters since.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.