Valmark Advisers’s JPMorgan Active Growth ETF JGRO Stock Holding History

Valmark Advisers’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	$1.64M	Buy	16,668 +3,255	+24%	+$308K	0.02%	294
2026 Q1	$1.13M	Buy	13,413 +2,329	+21%	+$208K	0.01%	332
2025 Q4	$1.03M	Buy	11,084 +1,034	+10%	+$96.9K	0.01%	341
2025 Q3	$942K	Buy	10,050 +934	+10%	+$83.3K	0.01%	346
2025 Q2	$785K	Buy	+9,116	New	+$709K	0.01%	372

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

Valmark Advisers's JGRO Position: Q2 2026 in Review

Valmark Advisers increased its JPMorgan Active Growth ETF (JGRO) stake by 24% in Q2 2026, buying an estimated $308K and bringing the position to 16,668 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #294.

Valmark Advisers first reported a position in JGRO in Q2 2025 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Valmark Advisers held 16,668 shares of JPMorgan Active Growth ETF worth $1.64M as of Q2 2026.
Valmark Advisers bought 3,255 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $308K.
JPMorgan Active Growth ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #294 holding.
Valmark Advisers first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.