VWM
JGRO icon

Valley Wealth Managers’s JPMorgan Active Growth ETF JGRO Stock Holding History

Valley Wealth Managers’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 		– Sell
-307
Closed -$30.3K – 351
2026
Q2 		$30.3K Buy
+307
New +$29K ﹤0.01% 241

Other funds holding JGRO

SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Valley Wealth Managers's JGRO Position: Q3 2026 in Review

Valley Wealth Managers sold out of JPMorgan Active Growth ETF (JGRO) in Q3 2026, closing a stake of 307 shares — an estimated $30.3K sold.

Valley Wealth Managers first reported a position in JGRO in Q2 2026 and held it in 1 quarter. The position peaked at $30.3K in Q2 2026. 19 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • Valley Wealth Managers reported no remaining JPMorgan Active Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 307 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $30.3K.
  • Valley Wealth Managers first reported a position in JPMorgan Active Growth ETF in Q2 2026 and held it in 1 quarter.
  • Valley Wealth Managers's JPMorgan Active Growth ETF position peaked at $30.3K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.