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Arete Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Arete Wealth 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 		– Sell
-3,381
Closed -$314K – 530
2025
Q4 		$314K Sell
3,381
-46
-1% -$4.31K 0.02% 576
2025
Q3 		$321K Sell
3,427
-822
-19% -$73.4K 0.02% 574
2025
Q2 		$366K Buy
+4,249
New +$330K 0.03% 502

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Jones Financial Companies
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Bank of America
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Commonwealth Equity Services
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Janney Montgomery Scott
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Carson Wealth (CWM LLC)
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