Schneider Downs Wealth Management Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Schneider Downs Wealth Management Advisors’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	$2.26M	Buy	22,959 +1,605	+8%	+$152K	0.21%	51
2026 Q1	$1.8M	Buy	21,354 +1,469	+7%	+$131K	0.2%	53
2025 Q4	$1.85M	Buy	19,885 +20	+0.1%	+$1.87K	0.21%	53
2025 Q3	$1.86M	Hold	19,865	–	–	0.22%	52
2025 Q2	$1.71M	Sell	19,865 -1,205	-6%	-$93.7K	0.26%	51
2025 Q1	$1.55M	Buy	21,070 +6,339	+43%	+$510K	0.28%	44
2024 Q4	$1.19M	Buy	14,731 +4,074	+38%	+$327K	0.22%	53
2024 Q3	$819K	Buy	10,657 +3,503	+49%	+$260K	0.17%	60
2024 Q2	$538K	Buy	7,154 +2,024	+39%	+$143K	0.12%	71
2024 Q1	$360K	Buy	+5,130	New	+$340K	0.08%	94

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

Schneider Downs Wealth Management Advisors's JGRO Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 7.5% in Q2 2026, buying an estimated $152K and bringing the position to 22,959 shares worth $2.26M. The position accounts for 0.21% of the portfolio, ranked #51.

Schneider Downs Wealth Management Advisors first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Schneider Downs Wealth Management Advisors held 22,959 shares of JPMorgan Active Growth ETF worth $2.26M as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 1,605 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $152K.
JPMorgan Active Growth ETF made up 0.21% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #51 holding.
Schneider Downs Wealth Management Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.