Potentia Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

Potentia Wealth’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	$6.5M	Buy	+65,922	New	+$6.23M	2.66%	10

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

Potentia Wealth's JGRO Position: Q2 2026 in Review

Potentia Wealth opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2026: 65,922 shares worth $6.5M. The stake represents 2.66% of the portfolio and ranks #10 among its holdings.

369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Potentia Wealth held 65,922 shares of JPMorgan Active Growth ETF worth $6.5M as of Q2 2026.
JPMorgan Active Growth ETF was a new Potentia Wealth position in Q2 2026.
JPMorgan Active Growth ETF made up 2.66% of Potentia Wealth's portfolio in Q2 2026, its #10 holding.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.