SEC 13F Intelligence

Keyvantage Wealth, LLC / JGRO

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

Does Keyvantage Wealth, LLC own J P Morgan Exchange Traded F (JGRO)? Yes — 97.9K shares worth $8M (+3.64% of its 13F portfolio) as of Q1 2026, down from 106.0K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
97.9K
% of Portfolio
+3.64%
Quarters Held
6
currently held

Position History JGRO

Reported value by quarter
Q4 ’24: $995,129Q4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $14MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202697.9K$8M+3.64%
Q4 2025106.0K$10M+4.21%
Q3 2025169.2K$16M+6.66%
Q2 2025164.1K$14M+6.34%
Q1 2025156.0K$12M+5.60%
Q4 202412.3K$995,129+0.71%

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