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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

WBH Advisory's JGRO Position: Q1 2026 in Review

WBH Advisory increased its JPMorgan Active Growth ETF (JGRO) stake by 8.2% in Q1 2026, buying an estimated $160K and bringing the position to 23,703 shares worth $2.02M. The position accounts for 0.15% of the portfolio, ranked #111.

WBH Advisory first reported a position in JGRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

  • WBH Advisory held 23,703 shares of JPMorgan Active Growth ETF worth $2.02M as of Q1 2026.
  • WBH Advisory bought 1,793 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $160K.
  • JPMorgan Active Growth ETF made up 0.15% of WBH Advisory's portfolio in Q1 2026, its #111 holding.
  • WBH Advisory first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • WBH Advisory's JPMorgan Active Growth ETF position peaked at $2.03M in Q4 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.