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 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 $1.56T 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

Perigon Wealth Management's JGRO Position: Q1 2026 in Review

Perigon Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.85% in Q1 2026, selling an estimated $52.1K and leaving 68,523 shares worth $5.79M. The position accounts for 0.11% of the portfolio, ranked #185.

Perigon Wealth Management first reported a position in JGRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.41M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Perigon Wealth Management held 68,523 shares of JPMorgan Active Growth ETF worth $5.79M as of Q1 2026.
Perigon Wealth Management sold 585 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $52.1K.
JPMorgan Active Growth ETF made up 0.11% of Perigon Wealth Management's portfolio in Q1 2026, its #185 holding.
Perigon Wealth Management first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 10 quarters since.
Perigon Wealth Management's JPMorgan Active Growth ETF position peaked at $6.41M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.