Wagner Wealth Management (South Carolina)’s JPMorgan Active Growth ETF JGRO Stock Holding History

Wagner Wealth Management (South Carolina)’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	$20.5M	Buy	208,278 +13,338	+7%	+$1.26M	3.8%	9
2026 Q1	$16.5M	Buy	194,940 +6,046	+3%	+$539K	3.33%	11
2025 Q4	$17.5M	Buy	188,894 +3,261	+2%	+$306K	3.73%	9
2025 Q3	$17.4M	Buy	185,633 +993	+0.5%	+$88.6K	4.04%	9
2025 Q2	$15.9M	Buy	184,640 +15,302	+9%	+$1.19M	3.62%	10
2025 Q1	$12.5M	Buy	169,338 +10,282	+6%	+$827K	3.11%	10
2024 Q4	$12.9M	Buy	159,056 +4,994	+3%	+$401K	3.33%	10
2024 Q3	$11.8M	Buy	154,062 +5,358	+4%	+$398K	3.2%	11
2024 Q2	$11.2M	Buy	148,704 +2,564	+2%	+$182K	3.34%	10
2024 Q1	$10.3M	Buy	146,140 +10,786	+8%	+$715K	3.13%	10
2023 Q4	$8.27M	Sell	135,354 -121	-0.1%	-$6.88K	2.78%	10
2023 Q3	$7.3M	Buy	135,475 +2,174	+2%	+$121K	2.68%	10
2023 Q2	$7.43M	Buy	133,301 +1,375	+1%	+$70.3K	2.84%	10
2023 Q1	$6.48M	Buy	131,926 +39,011	+42%	+$1.83M	2.95%	5
2022 Q4	$4.13M	Buy	92,915 +79,737	+605%	+$3.61M	2.55%	10
2022 Q3	$571K	Buy	+13,178	New	+$632K	0.42%	50

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

Wagner Wealth Management (South Carolina)'s JGRO Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its JPMorgan Active Growth ETF (JGRO) stake by 6.8% in Q2 2026, buying an estimated $1.26M and bringing the position to 208,278 shares worth $20.5M. The position accounts for 3.8% of the portfolio, ranked #9.

Wagner Wealth Management (South Carolina) first reported a position in JGRO in Q3 2022 and has held it in 16 quarters since. 368 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Wagner Wealth Management (South Carolina) held 208,278 shares of JPMorgan Active Growth ETF worth $20.5M as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 13,338 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $1.26M.
JPMorgan Active Growth ETF made up 3.8% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #9 holding.
Wagner Wealth Management (South Carolina) first reported a position in JPMorgan Active Growth ETF in Q3 2022 and has held it in 16 quarters since.
368 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.