Resolute Wealth Strategies’s JPMorgan Active Growth ETF JGRO Stock Holding History

Resolute Wealth Strategies’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	$13.6M	Buy	160,789 +8,578	+6%	+$765K	5.86%	2
2025 Q4	$14.1M	Buy	152,211 +6,707	+5%	+$629K	6.19%	2
2025 Q3	$13.6M	Buy	145,504 +104,957	+259%	+$9.37M	6.24%	2
2025 Q2	$3.49M	Buy	40,547 +3,034	+8%	+$236K	1.87%	19
2025 Q1	$2.77M	Sell	37,513 -21,683	-37%	-$1.74M	1.55%	21
2024 Q4	$4.8M	Buy	59,196 +4,474	+8%	+$360K	2.47%	10
2024 Q3	$4.21M	Buy	54,722 +4,614	+9%	+$342K	2.19%	13
2024 Q2	$3.77M	Buy	50,108 +7,598	+18%	+$538K	2.17%	14
2024 Q1	$2.98M	Buy	+42,510	New	+$2.82M	1.81%	17

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 $79.5B AUM 27.1% 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

Resolute Wealth Strategies's JGRO Position: Q1 2026 in Review

Resolute Wealth Strategies increased its JPMorgan Active Growth ETF (JGRO) stake by 5.6% in Q1 2026, buying an estimated $765K and bringing the position to 160,789 shares worth $13.6M. The position accounts for 5.86% of the portfolio, ranked #2.

Resolute Wealth Strategies first reported a position in JGRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.1M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Resolute Wealth Strategies held 160,789 shares of JPMorgan Active Growth ETF worth $13.6M as of Q1 2026.
Resolute Wealth Strategies bought 8,578 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $765K.
JPMorgan Active Growth ETF made up 5.86% of Resolute Wealth Strategies's portfolio in Q1 2026, its #2 holding.
Resolute Wealth Strategies first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 9 quarters since.
Resolute Wealth Strategies's JPMorgan Active Growth ETF position peaked at $14.1M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Resolute Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.