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World Investment Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

World Investment Advisors’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 		$339K Hold
3,964
– – 0.01% 1146
2026
Q1 		$335K Sell
3,964
-310
-7% -$27.6K 0.01% 1194
2025
Q4 		$397K Buy
4,274
+169
+4% +$15.8K 0.01% 1043
2025
Q3 		$385K Hold
4,105
– – 0.01% 895
2025
Q2 		$353K Hold
4,105
– – 0.01% 858
2025
Q1 		$303K Sell
4,105
-40
-1% -$3.22K 0.01% 859
2024
Q4 		$336K Sell
4,145
-25
-0.6% -$2.01K 0.01% 780
2024
Q3 		$321K Buy
4,170
+335
+9% +$24.9K 0.01% 718
2024
Q2 		$288K Buy
3,835
+350
+10% +$24.8K 0.02% 507
2024
Q1 		$245K Buy
+3,485
New +$231K 0.04% 341

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

World Investment Advisors's JGRO Position: Q2 2026 in Review

World Investment Advisors held its JPMorgan Active Growth ETF (JGRO) position steady in Q2 2026 at 3,964 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #1146.

World Investment Advisors first reported a position in JGRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $397K in Q4 2025. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

  • World Investment Advisors held 3,964 shares of JPMorgan Active Growth ETF worth $339K as of Q2 2026.
  • World Investment Advisors left its JPMorgan Active Growth ETF share count unchanged in Q2 2026.
  • JPMorgan Active Growth ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1146 holding.
  • World Investment Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • World Investment Advisors's JPMorgan Active Growth ETF position peaked at $397K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.