Western Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Western Wealth Management’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	$8.68M	Sell	87,995 -8,148	-8%	-$771K	0.28%	65
2026 Q1	$8.13M	Buy	96,143 +2,639	+3%	+$235K	0.31%	57
2025 Q4	$8.68M	Buy	93,504 +4,969	+6%	+$466K	0.4%	46
2025 Q3	$8.3M	Buy	88,535 +84,232	+1,958%	+$7.52M	0.44%	42
2025 Q2	$370K	Buy	4,303 +340	+9%	+$26.4K	0.02%	500
2025 Q1	$292K	Buy	3,963 +388	+11%	+$31.2K	0.02%	537
2024 Q4	$290K	Buy	3,575 +681	+24%	+$54.7K	0.02%	626
2024 Q3	$223K	Buy	+2,894	New	+$215K	0.01%	689

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

Western Wealth Management's JGRO Position: Q2 2026 in Review

Western Wealth Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 8.5% in Q2 2026, selling an estimated $771K and leaving 87,995 shares worth $8.68M. The position accounts for 0.28% of the portfolio, ranked #65.

Western Wealth Management first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.68M in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Western Wealth Management held 87,995 shares of JPMorgan Active Growth ETF worth $8.68M as of Q2 2026.
Western Wealth Management sold 8,148 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $771K.
JPMorgan Active Growth ETF made up 0.28% of Western Wealth Management's portfolio in Q2 2026, its #65 holding.
Western Wealth Management first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
Western Wealth Management's JPMorgan Active Growth ETF position peaked at $8.68M in Q4 2025.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.