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

YHB 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
Q3 		$1.33M Buy
13,812
+1,763
+15% +$167K 0.08% 146
2026
Q2 		$1.19M Sell
12,049
-17
-0.1% -$1.61K 0.08% 159
2026
Q1 		$1.02M Buy
12,066
+917
+8% +$81.7K 0.07% 168
2025
Q4 		$1.03M Buy
11,149
+1,570
+16% +$147K 0.07% 161
2025
Q3 		$898K Buy
9,579
+5,297
+124% +$473K 0.07% 173
2025
Q2 		$369K Buy
4,282
+180
+4% +$14K 0.03% 231
2025
Q1 		$303K Buy
4,102
+884
+27% +$71.1K 0.03% 241
2024
Q4 		$261K Buy
3,218
+17
+0.5% +$1.37K 0.02% 247
2024
Q3 		$246K Buy
+3,201
New +$237K 0.02% 256

Other funds holding JGRO

SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

YHB Investment Advisors's JGRO Position: Q3 2026 in Review

YHB Investment Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 15% in Q3 2026, buying an estimated $167K and bringing the position to 13,812 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #146.

YHB Investment Advisors first reported a position in JGRO in Q3 2024 and has held it in 9 quarters since. 19 funds tracked by Wall St. Rank hold JGRO as of Q3 2026.

  • YHB Investment Advisors held 13,812 shares of JPMorgan Active Growth ETF worth $1.33M as of Q3 2026.
  • YHB Investment Advisors bought 1,763 JPMorgan Active Growth ETF shares in Q3 2026, an estimated $167K.
  • JPMorgan Active Growth ETF made up 0.08% of YHB Investment Advisors's portfolio in Q3 2026, its #146 holding.
  • YHB Investment Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • 19 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.