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 Q2	$490K	Buy	+4,966	New	+$470K	0.2%	109
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 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

Worth Financial Advisory Group's JGRO Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2026: 4,966 shares worth $490K. The stake represents 0.2% of the portfolio and ranks #109 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in JGRO as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in JGRO in Q1 2024 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Worth Financial Advisory Group held 4,966 shares of JPMorgan Active Growth ETF worth $490K as of Q2 2026.
JPMorgan Active Growth ETF was a new Worth Financial Advisory Group position in Q2 2026.
JPMorgan Active Growth ETF made up 0.2% of Worth Financial Advisory Group's portfolio in Q2 2026, its #109 holding.
Worth Financial Advisory Group first reported a position in JPMorgan Active Growth ETF in Q1 2024 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.