Unique Wealth
JGRO icon

Unique Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

Unique Wealth’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
Q3 		$1.55M Buy
16,005
+765
+5% +$72.4K 0.18% 77
2026
Q2 		$1.5M Buy
15,240
+1,732
+13% +$164K 0.18% 78
2026
Q1 		$1.14M Buy
+13,508
New +$1.2M 0.16% 79

Other funds holding JGRO

Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
Advantage Trust Company
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

Unique Wealth's JGRO Position: Q3 2026 in Review

Unique Wealth increased its JPMorgan Active Growth ETF (JGRO) stake by 5% in Q3 2026, buying an estimated $72.4K and bringing the position to 16,005 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #77.

Unique Wealth first reported a position in JGRO in Q1 2026 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • Unique Wealth held 16,005 shares of JPMorgan Active Growth ETF worth $1.55M as of Q3 2026.
  • Unique Wealth bought 765 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $72.4K.
  • JPMorgan Active Growth ETF made up 0.18% of Unique Wealth's portfolio in Q3 2026, its #77 holding.
  • Unique Wealth first reported a position in JPMorgan Active Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.