Worth Financial Advisory Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Worth Financial Advisory Group’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 Q1	–	Sell	-4,568	Closed	-$424K	–	118
2025 Q4	$424K	Buy	4,568 +223	+5%	+$20.9K	0.21%	116
2025 Q3	$407K	Buy	4,345 +469	+12%	+$41.9K	0.23%	103
2025 Q2	$334K	Buy	3,876 +52	+1%	+$4.04K	0.2%	106
2025 Q1	$282K	Sell	3,824 -194	-5%	-$15.6K	0.18%	127
2024 Q4	$326K	Buy	4,018 +196	+5%	+$15.8K	0.2%	107
2024 Q3	$294K	Buy	3,822 +191	+5%	+$14.2K	0.17%	124
2024 Q2	$273K	Buy	3,631 +689	+23%	+$48.8K	0.18%	117
2024 Q1	$207K	Buy	+2,942	New	+$195K	0.14%	133

Other funds holding JGRO

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return