Wealth Enhancement Advisory Services’s JPMorgan Active Growth ETF JGRO Stock Holding History

Wealth Enhancement Advisory Services’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	$79.5M	Buy	867,409 +54,236	+7%	+$5.13M	0.13%	135
2026 Q1	$65.7M	Sell	813,173 -48,244	-6%	-$4.3M	0.13%	137
2025 Q4	$80.6M	Buy	861,417 +40,147	+5%	+$3.76M	0.11%	180
2025 Q3	$77.1M	Buy	821,270 +66,394	+9%	+$5.92M	0.12%	167
2025 Q2	$65.3M	Buy	754,876 +440,460	+140%	+$34.2M	0.11%	183
2025 Q1	$23.2M	Buy	314,416 +63,725	+25%	+$5.12M	0.04%	354
2024 Q4	$20.3M	Buy	250,691 +121,341	+94%	+$9.75M	0.04%	369
2024 Q3	$9.94M	Buy	129,350 +34,809	+37%	+$2.58M	0.02%	515
2024 Q2	$7.1M	Buy	94,541 +33,538	+55%	+$2.37M	0.02%	588
2024 Q1	$4.28M	Buy	61,003 +9,271	+18%	+$614K	0.01%	705
2023 Q4	$3.16M	Buy	51,732 +11,930	+30%	+$679K	0.01%	749
2023 Q3	$2.14M	Buy	+39,802	New	+$2.22M	0.01%	837

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

Wealth Enhancement Advisory Services's JGRO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Active Growth ETF (JGRO) stake by 6.7% in Q2 2026, buying an estimated $5.13M and bringing the position to 867,409 shares worth $79.5M. The position accounts for 0.13% of the portfolio, ranked #135.

Wealth Enhancement Advisory Services first reported a position in JGRO in Q3 2023 and has held it in 12 quarters since. The position peaked at $80.6M in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Wealth Enhancement Advisory Services held 867,409 shares of JPMorgan Active Growth ETF worth $79.5M as of Q2 2026.
Wealth Enhancement Advisory Services bought 54,236 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $5.13M.
JPMorgan Active Growth ETF made up 0.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #135 holding.
Wealth Enhancement Advisory Services first reported a position in JPMorgan Active Growth ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's JPMorgan Active Growth ETF position peaked at $80.6M in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.