Twin Peaks Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Twin Peaks Wealth 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	$1.28M	Sell	12,996 -551	-4%	-$52.1K	0.29%	72
2026 Q1	$1.14M	Buy	13,547 +1,137	+9%	+$101K	0.29%	64
2025 Q4	$1.12M	Buy	12,410 +4,172	+51%	+$391K	0.33%	65
2025 Q3	$772K	Sell	8,238 -708	-8%	-$63.2K	0.26%	70
2025 Q2	$806K	Buy	8,946 +185	+2%	+$14.4K	0.26%	68
2025 Q1	$629K	Buy	8,761 +5,073	+138%	+$408K	0.29%	72
2024 Q4	$299K	Buy	+3,688	New	+$296K	0.13%	111

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

Twin Peaks Wealth Advisors's JGRO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 4.1% in Q2 2026, selling an estimated $52.1K and leaving 12,996 shares worth $1.28M. The position accounts for 0.29% of the portfolio, ranked #72.

Twin Peaks Wealth Advisors 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.

Twin Peaks Wealth Advisors held 12,996 shares of JPMorgan Active Growth ETF worth $1.28M as of Q2 2026.
Twin Peaks Wealth Advisors sold 551 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $52.1K.
JPMorgan Active Growth ETF made up 0.29% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.