Wayfinding Financial’s JPMorgan Active Growth ETF JGRO Stock Holding History

Wayfinding Financial’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	$965K	Sell	9,794 -5,149	-34%	-$487K	0.37%	56
2026 Q1	$1.26M	Sell	14,943 -1,091	-7%	-$97.3K	0.55%	35
2025 Q4	$1.49M	Buy	16,034 +224	+1%	+$21K	0.63%	32
2025 Q3	$1.48M	Buy	15,810 +667	+4%	+$59.5K	0.64%	32
2025 Q2	$1.34M	Buy	15,143 +2,689	+22%	+$209K	0.6%	34
2025 Q1	$918K	Buy	12,454 +2,442	+24%	+$196K	0.4%	45
2024 Q4	$811K	Buy	+10,012	New	+$805K	0.43%	48
2024 Q3	–	Sell	-9,527	Closed	-$715K	–	76
2024 Q2	$715K	Sell	9,527 -88	-0.9%	-$6.23K	0.4%	50
2024 Q1	$666K	Sell	9,615 -1,599	-14%	-$106K	0.39%	56
2023 Q4	$685K	Buy	11,214 +741	+7%	+$42.2K	0.47%	43
2023 Q3	$567K	Sell	10,473 -3,654	-26%	-$204K	0.43%	47
2023 Q2	$812K	Buy	14,127 +54	+0.4%	+$2.76K	0.56%	36
2023 Q1	$691K	Buy	+14,073	New	+$661K	0.53%	35

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

Wayfinding Financial's JGRO Position: Q2 2026 in Review

Wayfinding Financial reduced its JPMorgan Active Growth ETF (JGRO) stake by 34% in Q2 2026, selling an estimated $487K and leaving 9,794 shares worth $965K. The position accounts for 0.37% of the portfolio, ranked #56.

Wayfinding Financial first reported a position in JGRO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.49M in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Wayfinding Financial held 9,794 shares of JPMorgan Active Growth ETF worth $965K as of Q2 2026.
Wayfinding Financial sold 5,149 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $487K.
JPMorgan Active Growth ETF made up 0.37% of Wayfinding Financial's portfolio in Q2 2026, its #56 holding.
Wayfinding Financial first reported a position in JPMorgan Active Growth ETF in Q1 2023 and has held it in 13 quarters since.
Wayfinding Financial's JPMorgan Active Growth ETF position peaked at $1.49M in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.