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Aptus Capital Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Aptus Capital Advisors’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
2026
Q1 		$66.9K Sell
791
-87
-10% -$7.76K ﹤0.01% 1232
2025
Q4 		$81.5K Buy
878
+110
+14% +$10.3K ﹤0.01% 1216
2025
Q3 		$72K Hold
768
– – ﹤0.01% 1173
2025
Q2 		$66.1K Hold
768
– – ﹤0.01% 1143
2025
Q1 		$56.7K Buy
768
+37
+5% +$2.98K ﹤0.01% 1090
2024
Q4 		$59.3K Buy
731
+63
+9% +$5.06K ﹤0.01% 1078
2024
Q3 		$51.4K Buy
668
+172
+35% +$12.8K ﹤0.01% 934
2024
Q2 		$37.3K Sell
496
-1,456
-75% -$103K ﹤0.01% 925
2024
Q1 		$137K Buy
+1,952
New +$129K ﹤0.01% 780

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Jones Financial Companies
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Bank of America
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return