Visionary Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Visionary Wealth Advisors’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	$6.69M	Buy	67,891 +6,205	+10%	+$587K	0.26%	99
2026 Q1	$5.21M	Sell	61,686 -2,587	-4%	-$231K	0.23%	108
2025 Q4	$5.96M	Buy	64,273 +3,115	+5%	+$292K	0.27%	93
2025 Q3	$5.73M	Buy	61,158 +7,193	+13%	+$642K	0.27%	97
2025 Q2	$4.64M	Sell	53,965 -8,397	-13%	-$653K	0.24%	102
2025 Q1	$4.6M	Buy	62,362 +1,178	+2%	+$94.7K	0.28%	96
2024 Q4	$4.96M	Buy	61,184 +1,290	+2%	+$104K	0.29%	94
2024 Q3	$4.6M	Sell	59,894 -411	-0.7%	-$30.5K	0.28%	93
2024 Q2	$4.53M	Buy	60,305 +14,050	+30%	+$995K	0.3%	91
2024 Q1	$3.25M	Buy	46,255 +1,101	+2%	+$73K	0.22%	117
2023 Q4	$2.76M	Buy	45,154 +6,235	+16%	+$355K	0.2%	129
2023 Q3	$2.1M	Buy	38,919 +1,738	+5%	+$97.1K	0.17%	138
2023 Q2	$2.07M	Buy	37,181 +11,816	+47%	+$604K	0.17%	140
2023 Q1	$1.25M	Buy	+25,365	New	+$1.19M	0.11%	176

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

Visionary Wealth Advisors's JGRO Position: Q2 2026 in Review

Visionary Wealth Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 10% in Q2 2026, buying an estimated $587K and bringing the position to 67,891 shares worth $6.69M. The position accounts for 0.26% of the portfolio, ranked #99.

Visionary Wealth Advisors first reported a position in JGRO in Q1 2023 and has held it in 14 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Visionary Wealth Advisors held 67,891 shares of JPMorgan Active Growth ETF worth $6.69M as of Q2 2026.
Visionary Wealth Advisors bought 6,205 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $587K.
JPMorgan Active Growth ETF made up 0.26% of Visionary Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Visionary Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2023 and has held it in 14 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.