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

WCG 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	$6.67M	Sell	67,678 -7,176	-10%	-$679K	0.16%	132
2026 Q1	$6.33M	Sell	74,854 -2,508	-3%	-$224K	0.18%	126
2025 Q4	$7.18M	Sell	77,362 -12,644	-14%	-$1.19M	0.2%	114
2025 Q3	$8.44M	Sell	90,006 -288,406	-76%	-$25.7M	0.53%	53
2025 Q2	$32.6M	Buy	378,412 +17,127	+5%	+$1.33M	2.11%	5
2025 Q1	$26.7M	Buy	361,285 +66,940	+23%	+$5.38M	2.03%	5
2024 Q4	$23.9M	Buy	294,345 +173,658	+144%	+$14M	1.58%	15
2024 Q3	$9.28M	Buy	120,687 +90,050	+294%	+$6.68M	0.63%	46
2024 Q2	$2.3M	Buy	+30,637	New	+$2.17M	0.17%	124

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

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

WCG Wealth Advisors reduced its JPMorgan Active Growth ETF (JGRO) stake by 9.6% in Q2 2026, selling an estimated $679K and leaving 67,678 shares worth $6.67M. The position accounts for 0.16% of the portfolio, ranked #132.

WCG Wealth Advisors first reported a position in JGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $32.6M in Q2 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

WCG Wealth Advisors held 67,678 shares of JPMorgan Active Growth ETF worth $6.67M as of Q2 2026.
WCG Wealth Advisors sold 7,176 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $679K.
JPMorgan Active Growth ETF made up 0.16% of WCG Wealth Advisors's portfolio in Q2 2026, its #132 holding.
WCG Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q2 2024 and has held it in 9 quarters since.
WCG Wealth Advisors's JPMorgan Active Growth ETF position peaked at $32.6M in Q2 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.