Tradition Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Tradition Wealth Management’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	$20M	Buy	202,549 +6,939	+4%	+$656K	1.22%	21
2026 Q1	$16.5M	Buy	195,610 +10,767	+6%	+$960K	1.18%	22
2025 Q4	$17.2M	Buy	184,843 +4,987	+3%	+$467K	1.23%	21
2025 Q3	$16.9M	Buy	179,856 +6,820	+4%	+$609K	1.25%	21
2025 Q2	$14.9M	Buy	173,036 +5,706	+3%	+$444K	1.19%	22
2025 Q1	$12.3M	Buy	167,330 +11,897	+8%	+$957K	1.09%	27
2024 Q4	$12.6M	Buy	155,433 +45,064	+41%	+$3.62M	1.11%	26
2024 Q3	$8.49M	Buy	110,369 +10,731	+11%	+$796K	0.76%	38
2024 Q2	$7.49M	Buy	+99,638	New	+$7.05M	0.72%	38

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

Tradition Wealth Management's JGRO Position: Q2 2026 in Review

Tradition Wealth Management increased its JPMorgan Active Growth ETF (JGRO) stake by 3.5% in Q2 2026, buying an estimated $656K and bringing the position to 202,549 shares worth $20M. The position accounts for 1.22% of the portfolio, ranked #21.

Tradition Wealth Management first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Tradition Wealth Management held 202,549 shares of JPMorgan Active Growth ETF worth $20M as of Q2 2026.
Tradition Wealth Management bought 6,939 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $656K.
JPMorgan Active Growth ETF made up 1.22% of Tradition Wealth Management's portfolio in Q2 2026, its #21 holding.
Tradition Wealth Management first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.