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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Twin Peaks Wealth Advisors's JGRO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 9.2% in Q1 2026, buying an estimated $101K and bringing the position to 13,547 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #64.

Twin Peaks Wealth Advisors first reported a position in JGRO in Q4 2024 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 13,547 shares of JPMorgan Active Growth ETF worth $1.14M as of Q1 2026.
  • Twin Peaks Wealth Advisors bought 1,137 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $101K.
  • JPMorgan Active Growth ETF made up 0.29% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #64 holding.
  • Twin Peaks Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.