WBH Advisory’s JPMorgan Active Growth ETF JGRO Stock Holding History

WBH Advisory’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	$2.42M	Buy	24,576 +873	+4%	+$82.6K	0.16%	107
2026 Q1	$2.02M	Buy	23,703 +1,793	+8%	+$160K	0.15%	111
2025 Q4	$2.03M	Buy	21,910 +3,915	+22%	+$367K	0.15%	110
2025 Q3	$1.69M	Buy	17,995 +2,135	+13%	+$191K	0.13%	125
2025 Q2	$1.37M	Buy	+15,860	New	+$1.23M	0.12%	132

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

WBH Advisory's JGRO Position: Q2 2026 in Review

WBH Advisory increased its JPMorgan Active Growth ETF (JGRO) stake by 3.7% in Q2 2026, buying an estimated $82.6K and bringing the position to 24,576 shares worth $2.42M. The position accounts for 0.16% of the portfolio, ranked #107.

WBH Advisory first reported a position in JGRO in Q2 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

WBH Advisory held 24,576 shares of JPMorgan Active Growth ETF worth $2.42M as of Q2 2026.
WBH Advisory bought 873 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $82.6K.
JPMorgan Active Growth ETF made up 0.16% of WBH Advisory's portfolio in Q2 2026, its #107 holding.
WBH Advisory first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.