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WealthShield Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

WealthShield 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 		– Sell
-161
Closed -$13.6K – 506
2026
Q1 		$13.6K Hold
161
– – ﹤0.01% 521
2025
Q4 		$14.9K Buy
+161
New +$15.1K ﹤0.01% 496

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

WealthShield Partners's JGRO Position: Q2 2026 in Review

WealthShield Partners sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2026, closing a stake of 161 shares — an estimated $13.6K sold.

WealthShield Partners first reported a position in JGRO in Q4 2025 and held it in 2 quarters. The position peaked at $14.9K in Q4 2025. 327 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • WealthShield Partners reported no remaining JPMorgan Active Growth ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 161 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $13.6K.
  • WealthShield Partners first reported a position in JPMorgan Active Growth ETF in Q4 2025 and held it in 2 quarters.
  • WealthShield Partners's JPMorgan Active Growth ETF position peaked at $14.9K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.