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 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 $1.56T 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

Private Wealth Partners's JGRO Position: Q1 2026 in Review

Private Wealth Partners reduced its JPMorgan Active Growth ETF (JGRO) stake by 23% in Q1 2026, selling an estimated $784K and leaving 28,700 shares worth $2.43M. The position accounts for 0.19% of the portfolio, ranked #61.

Private Wealth Partners first reported a position in JGRO in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.48M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Private Wealth Partners held 28,700 shares of JPMorgan Active Growth ETF worth $2.43M as of Q1 2026.
Private Wealth Partners sold 8,800 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $784K.
JPMorgan Active Growth ETF made up 0.19% of Private Wealth Partners's portfolio in Q1 2026, its #61 holding.
Private Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 12 quarters since.
Private Wealth Partners's JPMorgan Active Growth ETF position peaked at $3.48M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.