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 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 $1.56T 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

Summit Wealth & Retirement Planning's JGRO Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its JPMorgan Active Growth ETF (JGRO) stake by 7.9% in Q1 2026, selling an estimated $19.9K and leaving 2,612 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #103.

Summit Wealth & Retirement Planning first reported a position in JGRO in Q3 2024 and has held it in 7 quarters since. The position peaked at $266K in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Summit Wealth & Retirement Planning held 2,612 shares of JPMorgan Active Growth ETF worth $221K as of Q1 2026.
Summit Wealth & Retirement Planning sold 223 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $19.9K.
JPMorgan Active Growth ETF made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #103 holding.
Summit Wealth & Retirement Planning first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 7 quarters since.
Summit Wealth & Retirement Planning's JPMorgan Active Growth ETF position peaked at $266K in Q3 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.