USAdvisors Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

USAdvisors 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
2026 Q2	$1.44M	Buy	14,614 +2,144	+17%	+$203K	0.41%	58
2026 Q1	$1.02M	Buy	12,470 +561	+5%	+$50K	0.34%	63
2025 Q4	$1.1M	Sell	11,909 -92	-0.8%	-$8.62K	0.36%	62
2025 Q3	$1.13M	Buy	12,001 +1,574	+15%	+$140K	0.39%	60
2025 Q2	$898K	Buy	10,427 +1,863	+22%	+$145K	0.33%	63
2025 Q1	$631K	Sell	8,564 -257	-3%	-$20.7K	0.22%	75
2024 Q4	$714K	Buy	8,821 +1,042	+13%	+$83.7K	0.23%	73
2024 Q3	$595K	Buy	7,779 +32	+0.4%	+$2.37K	0.21%	75
2024 Q2	$582K	Buy	7,747 +1,446	+23%	+$102K	0.2%	74
2024 Q1	$444K	Buy	6,301 +1,032	+20%	+$68.4K	0.17%	88
2023 Q4	$321K	Buy	5,269 +881	+20%	+$50.1K	0.13%	99
2023 Q3	$236K	Sell	4,388 -64	-1%	-$3.58K	0.11%	98
2023 Q2	$248K	Buy	+4,452	New	+$227K	0.12%	91

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

USAdvisors Wealth Management's JGRO Position: Q2 2026 in Review

USAdvisors Wealth Management increased its JPMorgan Active Growth ETF (JGRO) stake by 17% in Q2 2026, buying an estimated $203K and bringing the position to 14,614 shares worth $1.44M. The position accounts for 0.41% of the portfolio, ranked #58.

USAdvisors Wealth Management first reported a position in JGRO in Q2 2023 and has held it in 13 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

USAdvisors Wealth Management held 14,614 shares of JPMorgan Active Growth ETF worth $1.44M as of Q2 2026.
USAdvisors Wealth Management bought 2,144 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $203K.
JPMorgan Active Growth ETF made up 0.41% of USAdvisors Wealth Management's portfolio in Q2 2026, its #58 holding.
USAdvisors Wealth Management first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 13 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.