Wealthcare Advisory Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Wealthcare Advisory Partners’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	$558K	Buy	5,660 +54	+1%	+$5.11K	0.01%	680
2026 Q1	$474K	Sell	5,606 -259	-4%	-$23.1K	0.01%	716
2025 Q4	$544K	Sell	5,865 -597	-9%	-$56K	0.01%	670
2025 Q3	$606K	Sell	6,462 -34,490	-84%	-$3.08M	0.01%	631
2025 Q2	$3.52M	Buy	40,952 +1,748	+4%	+$136K	0.08%	202
2025 Q1	$2.89M	Buy	39,204 +2,897	+8%	+$233K	0.08%	223
2024 Q4	$2.94M	Buy	+36,307	New	+$2.92M	0.08%	206

Other funds holding JGRO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealthcare Advisory Partners's JGRO Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its JPMorgan Active Growth ETF (JGRO) stake by 0.96% in Q2 2026, buying an estimated $5.11K and bringing the position to 5,660 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #680.

Wealthcare Advisory Partners first reported a position in JGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.52M in Q2 2025. 132 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Wealthcare Advisory Partners held 5,660 shares of JPMorgan Active Growth ETF worth $558K as of Q2 2026.
Wealthcare Advisory Partners bought 54 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $5.11K.
JPMorgan Active Growth ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #680 holding.
Wealthcare Advisory Partners first reported a position in JPMorgan Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Advisory Partners's JPMorgan Active Growth ETF position peaked at $3.52M in Q2 2025.
132 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.