Winebrenner Capital Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Winebrenner Capital 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	$224K	Buy	+2,276	New	+$215K	0.14%	131
2026 Q1	–	Sell	-2,260	Closed	-$210K	–	144
2025 Q4	$210K	Sell	2,260 -157	-6%	-$14.7K	0.14%	130
2025 Q3	$227K	Buy	2,417 +51	+2%	+$4.55K	0.16%	122
2025 Q2	$204K	Buy	+2,366	New	+$184K	0.16%	123

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

Winebrenner Capital Management's JGRO Position: Q2 2026 in Review

Winebrenner Capital Management opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2026: 2,276 shares worth $224K. The stake represents 0.14% of the portfolio and ranks #131 among its holdings. This is a return to the name: Winebrenner Capital Management previously reported a position in JGRO as recently as Q4 2025.

Winebrenner Capital Management first reported a position in JGRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $227K in Q3 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Winebrenner Capital Management held 2,276 shares of JPMorgan Active Growth ETF worth $224K as of Q2 2026.
JPMorgan Active Growth ETF was a new Winebrenner Capital Management position in Q2 2026.
JPMorgan Active Growth ETF made up 0.14% of Winebrenner Capital Management's portfolio in Q2 2026, its #131 holding.
Winebrenner Capital Management first reported a position in JPMorgan Active Growth ETF in Q2 2025 and has held it in 4 quarters since.
Winebrenner Capital Management's JPMorgan Active Growth ETF position peaked at $227K in Q3 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.