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	2.38%	13
2026 Q1	$5.45M	Sell	64,521 -4,663	-7%	-$416K	2.2%	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

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

Yarger Wealth Strategies's JGRO Position: Q2 2026 in Review

Yarger Wealth Strategies increased its JPMorgan Active Growth ETF (JGRO) stake by 6% in Q2 2026, buying an estimated $367K and bringing the position to 68,401 shares worth $6.62M. The position accounts for 2.38% of the portfolio, ranked #13.

Yarger Wealth Strategies first reported a position in JGRO in Q2 2023 and has held it in 13 quarters since. 369 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Yarger Wealth Strategies held 68,401 shares of JPMorgan Active Growth ETF worth $6.62M as of Q2 2026.
Yarger Wealth Strategies bought 3,880 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $367K.
JPMorgan Active Growth ETF made up 2.38% of Yarger Wealth Strategies's portfolio in Q2 2026, its #13 holding.
Yarger Wealth Strategies first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 13 quarters since.
369 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.