Comprehensive Financial Planning, Inc./PA JGRO — JPMORGAN ACTIVE GROWTH ETF

Ownership history in Comprehensive Financial Planning, Inc./PA  ·  6 quarters on record

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported JPMORGAN ACTIVE GROWTH ETF (JGRO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.25% in 2025 Q3. The latest visible filing shows JGRO at 2.13% 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 Comprehensive Financial Planning, Inc./PA's position in JPMORGAN 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 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.25% in 2025 Q3

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

Time in book
Holding Window
2024 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 Comprehensive Financial Planning, Inc./PA fund profile Comprehensive Financial Planning, Inc./PA full holdings
How Comprehensive Financial Planning, Inc./PA 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 36,393 +315 +0.9% 2.13% $3.1M 2026-04-07 $85.77
2025 Q4 ADDED — — — 36,078 +1,021 +2.9% 2.21% $3.3M 2026-02-11 $89.94
2025 Q3 ADDED — — — 35,057 +5,907 +20.3% 2.25% $3.3M 2025-11-12 $94.46
2025 Q2 ADDED — — — 29,150 +7,932 +37.4% 1.98% $2.5M 2025-08-08 $89.00
2025 Q1 ADDED — — — 21,218 +16,974 +400.0% 1.52% $1.6M 2025-05-09 $76.38
2024 Q4 INITIATED — — — 4,244 — — 0.29% $344K 2025-01-29 $83.39

🏢 Other funds also holding JGRO

As of 2026 Q1 — sorted by position size

GGM Financial LLC 23.39% STEPH & CO 3Y 12.49% Advantage Trust Co 10.82% 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% Alpha Advisors, LLC/VA 5.26%

FAQ About Comprehensive Financial Planning, Inc./PA and JGRO

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

How long has Comprehensive Financial Planning, Inc./PA reported owning JGRO?

Comprehensive Financial Planning, Inc./PA reported JGRO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JGRO position in Comprehensive Financial Planning, Inc./PA's portfolio?

The largest reported portfolio weight for JGRO was 2.25% in 2025 Q3.

What is the latest reported JGRO position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 36,393 shares, equal to 2.13% of portfolio, with an estimated market value of $3.1M.

What does the chart on this JGRO ownership page compare?

The chart compares Comprehensive Financial Planning, Inc./PA'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 Comprehensive Financial Planning, Inc./PA time their JGRO position?

Based on 13F filing dates vs. subsequent JGRO price moves, Comprehensive Financial Planning, Inc./PA correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on JGRO relative to SPY over the holding period was -6.3%.

← Back to Comprehensive Financial Planning, Inc./PA Holdings