Tyler-Stone Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Tyler-Stone 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
2025 Q2	$4.38M	Sell	50,832 -44	-0.1%	-$3.42K	0.7%	32
2025 Q1	$3.75M	Buy	50,876 +8,311	+20%	+$668K	0.67%	34
2024 Q4	$3.45M	Buy	42,565 +18,787	+79%	+$1.51M	0.61%	38
2024 Q3	$1.83M	Buy	23,778 +19,888	+511%	+$1.48M	0.35%	60
2024 Q2	$292K	Buy	+3,890	New	+$275K	0.12%	146

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tyler-Stone Wealth Management's JGRO Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 0.09% in Q2 2025, selling an estimated $3.42K and leaving 50,832 shares worth $4.38M. The position accounts for 0.7% of the portfolio, ranked #32.

Tyler-Stone Wealth Management first reported a position in JGRO in Q2 2024 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold JGRO as of Q2 2025.

Tyler-Stone Wealth Management held 50,832 shares of JPMorgan Active Growth ETF worth $4.38M as of Q2 2025.
Tyler-Stone Wealth Management sold 44 JPMorgan Active Growth ETF shares in Q2 2025, an estimated $3.42K.
JPMorgan Active Growth ETF made up 0.7% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #32 holding.
Tyler-Stone Wealth Management first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 5 quarters since.
290 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.