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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

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

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. 186 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.
  • 186 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.