Wealthspire Advisors (New York)’s JPMorgan Active Growth ETF JGRO Stock Holding History

Wealthspire Advisors (New York)’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	$1.78M	Buy	18,008 +6,702	+59%	+$634K	0.01%	438
2026 Q1	$956K	Buy	11,306 +783	+7%	+$69.8K	0.01%	414
2025 Q4	$977K	Buy	10,523 +6,806	+183%	+$638K	0.01%	434
2025 Q3	$348K	Buy	3,717 +49	+1%	+$4.37K	﹤0.01%	624
2025 Q2	$316K	Sell	3,668 -85	-2%	-$6.61K	﹤0.01%	651
2025 Q1	$277K	Buy	+3,753	New	+$302K	﹤0.01%	660

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

Wealthspire Advisors (New York)'s JGRO Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its JPMorgan Active Growth ETF (JGRO) stake by 59% in Q2 2026, buying an estimated $634K and bringing the position to 18,008 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #438.

Wealthspire Advisors (New York) first reported a position in JGRO in Q1 2025 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Wealthspire Advisors (New York) held 18,008 shares of JPMorgan Active Growth ETF worth $1.78M as of Q2 2026.
Wealthspire Advisors (New York) bought 6,702 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $634K.
JPMorgan Active Growth ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #438 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.