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Argent Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Argent 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
2024
Q4 		– Sell
-5,790
Closed -$445K – 140
2024
Q3 		$445K Hold
5,790
– – 0.17% 106
2024
Q2 		$435K Sell
5,790
-100
-2% -$7.08K 0.17% 99
2024
Q1 		$414K Buy
5,890
+200
+4% +$13.3K 0.16% 102
2023
Q4 		$348K Buy
5,690
+1,900
+50% +$108K 0.15% 107
2023
Q3 		$204K Buy
+3,790
New +$212K 0.09% 126

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Argent Advisors's JGRO Position: Q4 2024 in Review

Argent Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2024, closing a stake of 5,790 shares — an estimated $445K sold.

Argent Advisors first reported a position in JGRO in Q3 2023 and held it in 5 quarters. The position peaked at $445K in Q3 2024. 227 funds tracked by Wall St. Rank hold JGRO as of Q4 2024.

  • Argent Advisors reported no remaining JPMorgan Active Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Argent Advisors sold 5,790 JPMorgan Active Growth ETF shares in Q4 2024, an estimated $445K.
  • Argent Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2023 and held it in 5 quarters.
  • Argent Advisors's JPMorgan Active Growth ETF position peaked at $445K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2024.

Based on Argent Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.