Beaumont Financial Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.39M	Sell	99,246 -256,592	-72%	-$22.9M	0.58%	43
2025 Q4	$33M	Buy	355,838 +758	+0.2%	+$71K	2.18%	14
2025 Q3	$33.3M	Buy	355,080 +10,593	+3%	+$945K	2.23%	13
2025 Q2	$29.6M	Buy	344,487 +90,671	+36%	+$7.05M	2.15%	13
2025 Q1	$18.7M	Sell	253,816 -311,725	-55%	-$25.1M	1.47%	23
2024 Q4	$45.8M	Sell	565,541 -41,550	-7%	-$3.34M	3.44%	4
2024 Q3	$46.7M	Buy	607,091 +104,550	+21%	+$7.76M	3.65%	4
2024 Q2	$37.8M	Sell	502,541 -82,987	-14%	-$5.87M	3.02%	5
2024 Q1	$41.1M	Buy	585,528 +85,212	+17%	+$5.65M	3.39%	4
2023 Q4	$30.6M	Buy	500,316 +126,546	+34%	+$7.2M	2.79%	5
2023 Q3	$20.1M	Sell	373,770 -11,383	-3%	-$636K	2.01%	15
2023 Q2	$21.5M	Buy	385,153 +332,429	+631%	+$17M	1.98%	16
2023 Q1	$2.59M	Buy	52,724 +11,885	+29%	+$559K	0.26%	51
2022 Q4	$1.81M	Buy	+40,839	New	+$1.85M	0.18%	84