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

Semus 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	$1.97M	Sell	23,282 -356	-2%	-$31.7K	1.1%	24
2025 Q4	$2.19M	Sell	23,638 -148	-0.6%	-$13.9K	1.18%	21
2025 Q3	$2.23M	Buy	23,786 +517	+2%	+$46.1K	1.26%	21
2025 Q2	$2M	Buy	23,269 +336	+1%	+$26.1K	1.3%	20
2025 Q1	$1.69M	Buy	22,933 +1,216	+6%	+$97.8K	1.18%	23
2024 Q4	$1.76M	Buy	21,717 +1,942	+10%	+$156K	1.17%	20
2024 Q3	$1.52M	Buy	19,775 +2,547	+15%	+$189K	1.06%	22
2024 Q2	$1.29M	Buy	17,228 +4,667	+37%	+$330K	1%	22
2024 Q1	$882K	Buy	12,561 +3,581	+40%	+$237K	0.74%	31
2023 Q4	$549K	Buy	8,980 +1,553	+21%	+$88.4K	0.45%	47
2023 Q3	$400K	Buy	7,427 +2,264	+44%	+$127K	0.37%	61
2023 Q2	$288K	Buy	+5,163	New	+$264K	0.26%	85

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

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

Semus Wealth Partners reduced its JPMorgan Active Growth ETF (JGRO) stake by 1.5% in Q1 2026, selling an estimated $31.7K and leaving 23,282 shares worth $1.97M. The position accounts for 1.1% of the portfolio, ranked #24.

Semus Wealth Partners first reported a position in JGRO in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.23M in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Semus Wealth Partners held 23,282 shares of JPMorgan Active Growth ETF worth $1.97M as of Q1 2026.
Semus Wealth Partners sold 356 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $31.7K.
JPMorgan Active Growth ETF made up 1.1% of Semus Wealth Partners's portfolio in Q1 2026, its #24 holding.
Semus Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 12 quarters since.
Semus Wealth Partners's JPMorgan Active Growth ETF position peaked at $2.23M in Q3 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.