SFA
JGRO icon

Sequoia Financial Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Sequoia Financial 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 		$27.4M Sell
278,090
-29,846
-10% -$2.82M 0.14% 116
2026
Q1 		$26M Sell
307,936
-26,752
-8% -$2.38M 0.15% 107
2025
Q4 		$31.1M Buy
+334,688
New +$31.4M 0.17% 101

Other funds holding JGRO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Sequoia Financial Advisors's JGRO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 9.7% in Q2 2026, selling an estimated $2.82M and leaving 278,090 shares worth $27.4M. The position accounts for 0.14% of the portfolio, ranked #116.

Sequoia Financial Advisors first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.1M in Q4 2025. 68 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Sequoia Financial Advisors held 278,090 shares of JPMorgan Active Growth ETF worth $27.4M as of Q2 2026.
  • Sequoia Financial Advisors sold 29,846 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $2.82M.
  • JPMorgan Active Growth ETF made up 0.14% of Sequoia Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Sequoia Financial Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's JPMorgan Active Growth ETF position peaked at $31.1M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.