Perigon Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Perigon Wealth Management’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	$7.4M	Buy	75,008 +6,485	+9%	+$613K	0.12%	168
2026 Q1	$5.79M	Sell	68,523 -585	-0.8%	-$52.1K	0.11%	185
2025 Q4	$6.41M	Buy	69,108 +1,810	+3%	+$170K	0.11%	165
2025 Q3	$6.31M	Buy	67,298 +12,623	+23%	+$1.13M	0.13%	160
2025 Q2	$4.71M	Buy	54,675 +4,671	+9%	+$363K	0.11%	174
2025 Q1	$3.69M	Buy	50,004 +15,226	+44%	+$1.22M	0.09%	213
2024 Q4	$2.85M	Buy	34,778 +3,936	+13%	+$316K	0.07%	254
2024 Q3	$2.37M	Buy	30,842 +984	+3%	+$73K	0.06%	263
2024 Q2	$2.24M	Buy	29,858 +3,231	+12%	+$229K	0.07%	243
2024 Q1	$1.87M	Buy	26,627 +6,911	+35%	+$458K	0.06%	258
2023 Q4	$1.2M	Buy	+19,716	New	+$1.12M	0.04%	301

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

Perigon Wealth Management's JGRO Position: Q2 2026 in Review

Perigon Wealth Management increased its JPMorgan Active Growth ETF (JGRO) stake by 9.5% in Q2 2026, buying an estimated $613K and bringing the position to 75,008 shares worth $7.4M. The position accounts for 0.12% of the portfolio, ranked #168.

Perigon Wealth Management first reported a position in JGRO in Q4 2023 and has held it in 11 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Perigon Wealth Management held 75,008 shares of JPMorgan Active Growth ETF worth $7.4M as of Q2 2026.
Perigon Wealth Management bought 6,485 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $613K.
JPMorgan Active Growth ETF made up 0.12% of Perigon Wealth Management's portfolio in Q2 2026, its #168 holding.
Perigon Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 11 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.