Avantax Advisory Services’s JPMorgan Active Growth ETF JGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
18,928
+3,508
| +23% | +$302K | 0.01% | 903 |
|
|
2025
Q1 | $1.14M | Buy |
15,420
+2,500
| +19% | +$184K | 0.01% | 1021 |
|
|
2024
Q4 | $1.05M | Buy |
12,920
+2,563
| +25% | +$208K | 0.01% | 1019 |
|
|
2024
Q3 | $796K | Buy |
10,357
+1,150
| +12% | +$88.4K | 0.01% | 1144 |
|
|
2024
Q2 | $692K | Buy |
9,207
+1,871
| +26% | +$141K | ﹤0.01% | 1172 |
|
|
2024
Q1 | $515K | Buy |
7,336
+3,790
| +107% | +$266K | ﹤0.01% | 1019 |
|
|
2023
Q4 | $217K | Buy |
+3,546
| New | +$217K | ﹤0.01% | 1435 |
|