Westside Investment Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Westside Investment 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	$347K	Hold	3,517	–	–	0.05%	240
2026 Q1	$301K	Hold	3,517	–	–	0.05%	244
2025 Q4	$326K	Hold	3,517	–	–	0.05%	216
2025 Q3	$330K	Sell	3,517 -110	-3%	-$9.82K	0.05%	219
2025 Q2	$308K	Hold	3,627	–	–	0.06%	207
2025 Q1	$269K	Hold	3,627	–	–	0.06%	203
2024 Q4	$294K	Sell	3,627 -192	-5%	-$15.4K	0.06%	189
2024 Q3	$274K	Hold	3,819	–	–	0.06%	198
2024 Q2	$287K	Buy	3,819 +350	+10%	+$24.8K	0.07%	191
2024 Q1	$244K	Buy	+3,469	New	+$230K	0.06%	207

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

Westside Investment Management's JGRO Position: Q2 2026 in Review

Westside Investment Management held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 3,517 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #240.

Westside Investment Management first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Westside Investment Management held 3,517 shares of JPMorgan Active Growth ETF worth $347K as of Q2 2026.
Westside Investment Management left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
JPMorgan Active Growth ETF made up 0.05% of Westside Investment Management's portfolio in Q2 2026, its #240 holding.
Westside Investment Management first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.