Advantage Trust Co JGRO — JP Morgan Active Growth ETF

Ownership history in Advantage Trust Co  ·  10 quarters on record

AI Ownership Summary

Advantage Trust Co reported JP Morgan Active Growth ETF (JGRO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.55% in 2024 Q2. The latest visible filing shows JGRO at 10.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JGRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advantage Trust Co's position in JP Morgan Active Growth ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JGRO was reported at 10.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.55% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JGRO stock page Advantage Trust Co fund profile Advantage Trust Co full holdings
How Advantage Trust Co held JGRO — position size vs. price
% of Fund (quarterly)    JGRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 285,609 +7,734 +2.8% 10.82% $24.1M 2026-05-05 $94.63
2025 Q4 ADDED — — — 277,875 +2,793 +1.0% 11.62% $25.8M 2026-01-29 $92.06
2025 Q3 ADDED — — — 275,082 +2,103 +0.8% 11.65% $25.8M 2025-11-03 $96.33
2025 Q2 ADDED — — — 272,979 +864 +0.3% 11.57% $23.5M 2025-07-30 $87.91
2025 Q1 REDUCED — — — 272,115 -10,865 -3.8% 12.17% $20.1M 2025-05-07 $76.22
2024 Q4 ADDED — — — 282,980 +19,071 +7.2% 13.49% $22.9M 2025-02-03 $82.73
2024 Q3 REDUCED — — — 263,909 -5,732 -2.1% 13.78% $20.3M 2024-11-04 $76.83
2024 Q2 ADDED — — — 269,641 +6,282 +2.4% 14.55% $20.3M 2024-08-09 $70.64
2024 Q1 ADDED — — — 263,359 +298 +0.1% 13.63% $18.5M 2024-05-07 $69.38
2023 Q4 INITIATED — — — 263,061 — — 12.66% $16.1M 2024-02-07 $66.73

🏢 Other funds also holding JGRO

As of 2026 Q1 — sorted by position size

STEPH & CO 3Y 12.49% Welch Financial Planning, LLC 8.4% Sprinkle Financial Consultants LLC 7.09% Goldstein Advisors, LLC 3Y 6.37% Frontier Asset Management, LLC 3Y 6.33% Resolute Wealth Strategies, LLC 3Y 5.86% Foundry Financial Group, Inc. 5.71% Berman McAleer LLC 5.23% Provenance Wealth Advisors, LLC 5.0% Guided Capital Wealth Management, LLC 4.82%

FAQ About Advantage Trust Co and JGRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advantage Trust Co reported owning JGRO?

Advantage Trust Co reported JGRO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JGRO position in Advantage Trust Co's portfolio?

The largest reported portfolio weight for JGRO was 14.55% in 2024 Q2.

What is the latest reported JGRO position on this page?

The most recent filing on this page is 2026 Q1, when Advantage Trust Co reported 285,609 shares, equal to 10.82% of portfolio, with an estimated market value of $24.1M.

What does the chart on this JGRO ownership page compare?

The chart compares Advantage Trust Co's quarterly JGRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advantage Trust Co time their JGRO position?

Based on 13F filing dates vs. subsequent JGRO price moves, Advantage Trust Co correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on JGRO relative to SPY over the holding period was -2.3%.

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