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Welch Financial Planning’s JPMorgan Active Growth ETF JGRO Stock Holding History

Welch Financial Planning’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 		$8.2M Sell
83,186
-55,015
-40% -$5.2M 4.78% 8
2026
Q1 		$11.7M Buy
138,201
+3,777
+3% +$337K 8.4% 4
2025
Q4 		$12.5M Buy
+134,424
New +$12.6M 9.09% 2

Other funds holding JGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
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
GF
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

Welch Financial Planning's JGRO Position: Q2 2026 in Review

Welch Financial Planning reduced its JPMorgan Active Growth ETF (JGRO) stake by 40% in Q2 2026, selling an estimated $5.2M and leaving 83,186 shares worth $8.2M. The position accounts for 4.78% of the portfolio, ranked #8.

Welch Financial Planning first reported a position in JGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.5M in Q4 2025. 238 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • Welch Financial Planning held 83,186 shares of JPMorgan Active Growth ETF worth $8.2M as of Q2 2026.
  • Welch Financial Planning sold 55,015 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $5.2M.
  • JPMorgan Active Growth ETF made up 4.78% of Welch Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Welch Financial Planning first reported a position in JPMorgan Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's JPMorgan Active Growth ETF position peaked at $12.5M in Q4 2025.
  • 238 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.