Yarger Wealth Strategies’s JPMorgan Active Growth ETF JGRO Stock Holding History

Yarger Wealth Strategies’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	$6.62M	Buy	68,401 +3,880	+6%	+$367K	2.41%	13
2026 Q1	$5.45M	Sell	64,521 -4,663	-7%	-$416K	2.21%	14
2025 Q4	$6.42M	Buy	69,184 +2,999	+5%	+$281K	2.76%	11
2025 Q3	$6.2M	Buy	66,185 +9,402	+17%	+$839K	2.85%	9
2025 Q2	$4.89M	Buy	56,783 +3,382	+6%	+$263K	2.55%	13
2025 Q1	$3.94M	Buy	53,401 +2,087	+4%	+$168K	2.3%	14
2024 Q4	$4.16M	Buy	51,314 +20,088	+64%	+$1.61M	2.4%	14
2024 Q3	$2.4M	Buy	31,226 +8,985	+40%	+$667K	1.33%	23
2024 Q2	$1.67M	Buy	22,241 +6,403	+40%	+$453K	1.01%	29
2024 Q1	$1.11M	Buy	15,838 +3,354	+27%	+$222K	0.76%	32
2023 Q4	$763K	Buy	12,484 +5,537	+80%	+$315K	0.62%	30
2023 Q3	$374K	Buy	6,947 +3,244	+88%	+$181K	0.32%	45
2023 Q2	$206K	Buy	+3,703	New	+$189K	0.19%	56

Other funds holding JGRO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Welch Financial Planning Boulder, Colorado $172M AUM