BAM
JGRW

Berkshire Asset Management’s Jensen Quality Growth ETF JGRW Stock Holding History

Berkshire Asset Management’s Portfolio JGRW Stock Details JGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,625
Closed -$256K – 300
2024
Q4 		$256K Buy
+9,625
New +$255K 0.01% 253

Other funds holding JGRW

LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Berkshire Asset Management's JGRW Position: Q1 2025 in Review

Berkshire Asset Management sold out of Jensen Quality Growth ETF (JGRW) in Q1 2025, closing a stake of 9,625 shares — an estimated $256K sold.

Berkshire Asset Management first reported a position in JGRW in Q4 2024 and held it in 1 quarter. The position peaked at $256K in Q4 2024. 19 funds tracked by Wall St. Rank hold JGRW as of Q1 2025.

  • Berkshire Asset Management reported no remaining Jensen Quality Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Berkshire Asset Management sold 9,625 Jensen Quality Growth ETF shares in Q1 2025, an estimated $256K.
  • Berkshire Asset Management first reported a position in Jensen Quality Growth ETF in Q4 2024 and held it in 1 quarter.
  • Berkshire Asset Management's Jensen Quality Growth ETF position peaked at $256K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Jensen Quality Growth ETF as of Q1 2025.

Based on Berkshire Asset Management's 13F filing for Q1 2025, filed 14 May 2025.