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AFS Financial Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

AFS Financial Group’s Portfolio JGRO Stock Details JGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,264
Closed -$320K – 11
2024
Q2 		$320K Buy
+4,264
New +$302K 4.29% 7

Other funds holding JGRO

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $536M AUM 14.75% 1-Year Est. Return

AFS Financial Group's JGRO Position: Q3 2024 in Review

AFS Financial Group sold out of JPMorgan Active Growth ETF (JGRO) in Q3 2024, closing a stake of 4,264 shares — an estimated $320K sold.

AFS Financial Group first reported a position in JGRO in Q2 2024 and held it in 1 quarter. The position peaked at $320K in Q2 2024. 185 funds tracked by Wall St. Rank hold JGRO as of Q3 2024.

  • AFS Financial Group reported no remaining JPMorgan Active Growth ETF position as of Q3 2024 after selling out during the quarter.
  • AFS Financial Group sold 4,264 JPMorgan Active Growth ETF shares in Q3 2024, an estimated $320K.
  • AFS Financial Group first reported a position in JPMorgan Active Growth ETF in Q2 2024 and held it in 1 quarter.
  • AFS Financial Group's JPMorgan Active Growth ETF position peaked at $320K in Q2 2024.
  • 185 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2024.

Based on AFS Financial Group's 13F filing for Q3 2024, filed 10 Oct 2024.