Private Wealth Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Private Wealth Partners’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	$2.57M	Sell	26,100 -2,600	-9%	-$246K	0.18%	63
2026 Q1	$2.43M	Sell	28,700 -8,800	-23%	-$784K	0.19%	61
2025 Q4	$3.48M	Buy	37,500 +8,400	+29%	+$787K	0.25%	56
2025 Q3	$2.73M	Buy	29,100 +7,750	+36%	+$692K	0.19%	64
2025 Q2	$1.84M	Sell	21,350 -16,605	-44%	-$1.29M	0.14%	68
2025 Q1	$2.8M	Hold	37,955	–	–	0.23%	61
2024 Q4	$3.08M	Buy	37,955 +500	+1%	+$40.2K	0.24%	58
2024 Q3	$2.88M	Sell	37,455 -1,500	-4%	-$111K	0.23%	55
2024 Q2	$2.93M	Hold	38,955	–	–	0.22%	53
2024 Q1	$2.74M	Sell	38,955 -500	-1%	-$33.1K	0.22%	52
2023 Q4	$2.41M	Buy	39,455 +8,200	+26%	+$467K	0.2%	53
2023 Q3	$1.68M	Buy	31,255 +25,455	+439%	+$1.42M	0.16%	57
2023 Q2	$323K	Buy	+5,800	New	+$296K	0.03%	122

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

Private Wealth Partners's JGRO Position: Q2 2026 in Review

Private Wealth Partners reduced its JPMorgan Active Growth ETF (JGRO) stake by 9.1% in Q2 2026, selling an estimated $246K and leaving 26,100 shares worth $2.57M. The position accounts for 0.18% of the portfolio, ranked #63.

Private Wealth Partners first reported a position in JGRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.48M in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Private Wealth Partners held 26,100 shares of JPMorgan Active Growth ETF worth $2.57M as of Q2 2026.
Private Wealth Partners sold 2,600 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $246K.
JPMorgan Active Growth ETF made up 0.18% of Private Wealth Partners's portfolio in Q2 2026, its #63 holding.
Private Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 13 quarters since.
Private Wealth Partners's JPMorgan Active Growth ETF position peaked at $3.48M in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.