Quantum Financial Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Quantum Financial 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	$5.2M	Buy	+52,705	New	+$4.98M	2.66%	10

Other funds holding JGRO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Quantum Financial Partners's JGRO Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2026: 52,705 shares worth $5.2M. The stake represents 2.66% of the portfolio and ranks #10 among its holdings.

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

Quantum Financial Partners held 52,705 shares of JPMorgan Active Growth ETF worth $5.2M as of Q2 2026.
JPMorgan Active Growth ETF was a new Quantum Financial Partners position in Q2 2026.
JPMorgan Active Growth ETF made up 2.66% of Quantum Financial Partners's portfolio in Q2 2026, its #10 holding.
95 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.