CORRECT CAPITAL WEALTH MANAGEMENT JGRO — JPMORGAN ACTIVE GROWTH ETF

Ownership history in CORRECT CAPITAL WEALTH MANAGEMENT  ·  6 quarters on record

AI Ownership Summary

CORRECT CAPITAL WEALTH MANAGEMENT reported JPMORGAN ACTIVE GROWTH ETF (JGRO) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 13.83% in 2024 Q2. The latest visible filing shows JGRO at 3.29% 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 CORRECT CAPITAL WEALTH MANAGEMENT'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 3.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.83% 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
2024 Q2 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 CORRECT CAPITAL WEALTH MANAGEMENT fund profile CORRECT CAPITAL WEALTH MANAGEMENT full holdings
How CORRECT CAPITAL WEALTH MANAGEMENT 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 REDUCED — — — 208,215 -560,834 -72.9% 3.29% $17.6M 2026-05-05 $94.63
2025 Q4 REDUCED 13.9% -8.9% ✅ 769,049 -124,656 -13.9% 13.37% $71.4M 2026-02-12 $88.21
2025 Q3 REDUCED 6.4% +0.2% ❌ 893,705 -60,863 -6.4% 13.79% $83.8M 2025-11-05 $94.76
2025 Q2 ADDED — — — 954,568 +121,065 +14.5% 12.00% $82.2M 2025-08-13 $89.65
2025 Q1 ADDED — — — 833,503 +45,770 +5.8% 9.91% $61.5M 2025-04-30 $74.81
2024 Q2 INITIATED — — — 787,733 — — 13.83% $59.2M 2024-08-13 $72.50

🏢 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 CORRECT CAPITAL WEALTH MANAGEMENT and JGRO

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

How long has CORRECT CAPITAL WEALTH MANAGEMENT reported owning JGRO?

CORRECT CAPITAL WEALTH MANAGEMENT reported JGRO across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported JGRO position in CORRECT CAPITAL WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for JGRO was 13.83% in 2024 Q2.

What is the latest reported JGRO position on this page?

The most recent filing on this page is 2026 Q1, when CORRECT CAPITAL WEALTH MANAGEMENT reported 208,215 shares, equal to 3.29% of portfolio, with an estimated market value of $17.6M.

What does the chart on this JGRO ownership page compare?

The chart compares CORRECT CAPITAL WEALTH MANAGEMENT'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 CORRECT CAPITAL WEALTH MANAGEMENT time their JGRO position?

Based on 13F filing dates vs. subsequent JGRO price moves, CORRECT CAPITAL WEALTH MANAGEMENT correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on JGRO relative to SPY over the holding period was -4.1%.

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