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

Sagespring 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 		$8.22M Buy
83,369
+7,360
+10% +$696K 0.13% 93
2026
Q1 		$6.42M Buy
76,009
+73,117
+2,528% +$6.52M 0.12% 100
2025
Q4 		$268K Buy
+2,892
New +$271K ﹤0.01% 661

Other funds holding JGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

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

Sagespring Wealth Partners increased its JPMorgan Active Growth ETF (JGRO) stake by 9.7% in Q2 2026, buying an estimated $696K and bringing the position to 83,369 shares worth $8.22M. The position accounts for 0.13% of the portfolio, ranked #93.

Sagespring Wealth Partners first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Sagespring Wealth Partners held 83,369 shares of JPMorgan Active Growth ETF worth $8.22M as of Q2 2026.
  • Sagespring Wealth Partners bought 7,360 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $696K.
  • JPMorgan Active Growth ETF made up 0.13% of Sagespring Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Sagespring Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

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