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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Unique Wealth's JGRO Position: Q2 2026 in Review

Unique Wealth increased its JPMorgan Active Growth ETF (JGRO) stake by 13% in Q2 2026, buying an estimated $164K and bringing the position to 15,240 shares worth $1.5M. The position accounts for 0.18% of the portfolio, ranked #78.

Unique Wealth first reported a position in JGRO in Q1 2026 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Unique Wealth held 15,240 shares of JPMorgan Active Growth ETF worth $1.5M as of Q2 2026.
  • Unique Wealth bought 1,732 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $164K.
  • JPMorgan Active Growth ETF made up 0.18% of Unique Wealth's portfolio in Q2 2026, its #78 holding.
  • Unique Wealth first reported a position in JPMorgan Active Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.