SEC 13F Intelligence

Avior Wealth Management, LLC / JGRO

Avior Wealth Management, LLC’s J P Morgan Exchange Traded F Position

Does Avior Wealth Management, LLC own J P Morgan Exchange Traded F (JGRO)? Yes689.0K shares worth $68M (+1.79% of its 13F portfolio) as of Q2 2026, down from 793.1K shares the prior filed quarter.

Position Value
$68M
Q2 2026
Shares
689.0K
% of Portfolio
+1.79%
Quarters Held
13
currently held

Position History JGRO

Reported value by quarter
Q4 ’22: $6MQ4 ’22Q1 ’23: $4MQ4 ’23: $13MQ4 ’23Q1 ’24: $30MQ2 ’24: $52MQ2 ’24Q3 ’24: $50MQ4 ’24: $51MQ4 ’24Q1 ’25: $58MQ2 ’25: $73MQ2 ’25Q3 ’25: $78MQ4 ’25: $75MQ4 ’25Q1 ’26: $67MQ2 ’26: $68MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026689.0K$68M+1.79%
Q1 2026793.1K$67M+1.90%
Q4 2025807.9K$75M+2.34%
Q3 2025833.7K$78M+2.52%
Q2 2025849.1K$73M+2.52%
Q1 2025787.2K$58M+2.21%
Q4 2024626.8K$51M+1.86%
Q3 2024651.7K$50M+2.00%
Q2 2024695.2K$52M+2.25%
Q1 2024424.1K$30M+1.38%
Q4 2023218.5K$13M+0.81%
Q1 202373.4K$4M+0.25%
Q4 2022130.7K$6M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Avior Wealth Management, LLC’s full portfolio or all institutional holders of JGRO.