BFA
Beaumont Financial Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Buy |
344,487
+90,671
| +36% | +$7.8M | 2.15% | 13 |
|
|
2025
Q1 | $18.7M | Sell |
253,816
-311,725
| -55% | -$23M | 1.47% | 23 |
|
|
2024
Q4 | $45.8M | Sell |
565,541
-41,550
| -7% | -$3.37M | 3.44% | 4 |
|
|
2024
Q3 | $46.7M | Buy |
607,091
+104,550
| +21% | +$8.04M | 3.65% | 4 |
|
|
2024
Q2 | $37.8M | Sell |
502,541
-82,987
| -14% | -$6.24M | 3.02% | 5 |
|
|
2024
Q1 | $41.1M | Buy |
585,528
+85,212
| +17% | +$5.98M | 3.39% | 4 |
|
|
2023
Q4 | $30.6M | Buy |
500,316
+126,546
| +34% | +$7.73M | 2.79% | 5 |
|
|
2023
Q3 | $20.1M | Sell |
373,770
-11,383
| -3% | -$613K | 2.01% | 15 |
|
|
2023
Q2 | $21.5M | Buy |
385,153
+332,429
| +631% | +$18.5M | 1.98% | 16 |
|
|
2023
Q1 | $2.59M | Buy |
52,724
+11,885
| +29% | +$584K | 0.26% | 51 |
|
|
2022
Q4 | $1.81M | Buy |
+40,839
| New | +$1.81M | 0.18% | 84 |
|