Wealth Enhancement Advisory Services
JGRO icon

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
Q1 		$65.7M Sell
813,173
-48,244
-6% -$4.3M 0.14% 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

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Bank of America
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return