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Vima LLC’s JPMorgan Active Growth ETF JGRO Stock Holding History

Vima LLC’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 		$3.23M Buy
+32,755
New +$3.1M 3.15% 6
2024
Q3 		$1.02M Buy
13,221
+2,416
+22% +$179K 2.07% 16
2024
Q2 		$812K Buy
+10,805
New +$765K 1.77% 19

Other funds holding JGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Vima LLC's JGRO Position: Q2 2026 in Review

Vima LLC opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2026: 32,755 shares worth $3.23M. The stake represents 3.15% of the portfolio and ranks #6 among its holdings. This is a return to the name: Vima LLC previously reported a position in JGRO as recently as Q3 2024.

Vima LLC first reported a position in JGRO in Q2 2024 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Vima LLC held 32,755 shares of JPMorgan Active Growth ETF worth $3.23M as of Q2 2026.
  • JPMorgan Active Growth ETF was a new Vima LLC position in Q2 2026.
  • JPMorgan Active Growth ETF made up 3.15% of Vima LLC's portfolio in Q2 2026, its #6 holding.
  • Vima LLC first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.