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 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 $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s JGRO Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its JPMorgan Active Growth ETF (JGRO) stake by 7.4% in Q1 2026, buying an estimated $69.8K and bringing the position to 11,306 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #414.

Wealthspire Advisors (New York) first reported a position in JGRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $977K in Q4 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Wealthspire Advisors (New York) held 11,306 shares of JPMorgan Active Growth ETF worth $956K as of Q1 2026.
Wealthspire Advisors (New York) bought 783 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $69.8K.
JPMorgan Active Growth ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #414 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan Active Growth ETF in Q1 2025 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s JPMorgan Active Growth ETF position peaked at $977K in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.