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

Triad 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 Q2	$5.54M	Buy	59,319 +3,379	+6%	+$320K	0.33%	56
2026 Q1	$4.73M	Buy	55,940 +6,805	+14%	+$607K	0.37%	60
2025 Q4	$4.56M	Buy	49,135 +15,084	+44%	+$1.41M	0.43%	53
2025 Q3	$3.19M	Buy	34,051 +4,907	+17%	+$438K	0.41%	53
2025 Q2	$2.51M	Buy	29,144 +18,720	+180%	+$1.46M	0.51%	42
2025 Q1	$769K	Buy	10,424 +1,442	+16%	+$116K	0.24%	72
2024 Q4	$728K	Buy	+8,982	New	+$722K	0.26%	66

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

Triad Wealth Partners's JGRO Position: Q2 2026 in Review

Triad Wealth Partners increased its JPMorgan Active Growth ETF (JGRO) stake by 6% in Q2 2026, buying an estimated $320K and bringing the position to 59,319 shares worth $5.54M. The position accounts for 0.33% of the portfolio, ranked #56.

Triad Wealth Partners first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Triad Wealth Partners held 59,319 shares of JPMorgan Active Growth ETF worth $5.54M as of Q2 2026.
Triad Wealth Partners bought 3,379 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $320K.
JPMorgan Active Growth ETF made up 0.33% of Triad Wealth Partners's portfolio in Q2 2026, its #56 holding.
Triad Wealth Partners first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.