Vima LLC
JGRO icon

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
Q3 		$3.03M Sell
31,401
-1,354
-4% -$128K 3.1% 6
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

Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
Advantage Trust Company
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

Vima LLC's JGRO Position: Q3 2026 in Review

Vima LLC reduced its JPMorgan Active Growth ETF (JGRO) stake by 4.1% in Q3 2026, selling an estimated $128K and leaving 31,401 shares worth $3.03M. The position accounts for 3.1% of the portfolio, ranked #6.

Vima LLC first reported a position in JGRO in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.23M in Q2 2026. 164 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • Vima LLC held 31,401 shares of JPMorgan Active Growth ETF worth $3.03M as of Q3 2026.
  • Vima LLC sold 1,354 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $128K.
  • JPMorgan Active Growth ETF made up 3.1% of Vima LLC's portfolio in Q3 2026, its #6 holding.
  • Vima LLC first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • Vima LLC's JPMorgan Active Growth ETF position peaked at $3.23M in Q2 2026.
  • 164 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.