Summit Wealth & Retirement Planning’s JPMorgan Active Growth ETF JGRO Stock Holding History

Summit Wealth & Retirement Planning’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	$258K	Hold	2,612	–	–	0.05%	96
2026 Q1	$221K	Sell	2,612 -223	-8%	-$19.9K	0.05%	103
2025 Q4	$263K	Hold	2,835	–	–	0.06%	96
2025 Q3	$266K	Hold	2,835	–	–	0.07%	87
2025 Q2	$244K	Hold	2,835	–	–	0.07%	88
2025 Q1	$209K	Buy	2,835 +223	+9%	+$17.9K	0.06%	74
2024 Q4	$212K	Hold	2,612	–	–	0.07%	73
2024 Q3	$201K	Buy	+2,612	New	+$194K	0.06%	68

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

Summit Wealth & Retirement Planning's JGRO Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 2,612 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #96.

Summit Wealth & Retirement Planning first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $266K in Q3 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Summit Wealth & Retirement Planning held 2,612 shares of JPMorgan Active Growth ETF worth $258K as of Q2 2026.
Summit Wealth & Retirement Planning left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
JPMorgan Active Growth ETF made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #96 holding.
Summit Wealth & Retirement Planning first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
Summit Wealth & Retirement Planning's JPMorgan Active Growth ETF position peaked at $266K in Q3 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.