Carson Wealth (CWM LLC)’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Buy |
1,434,707
+100,060
| +7% | +$8.61M | 0.44% | 48 |
|
|
2025
Q1 | $98.5M | Buy |
1,334,647
+335,092
| +34% | +$24.7M | 0.39% | 52 |
|
|
2024
Q4 | $81M | Buy |
999,555
+38,301
| +4% | +$3.1M | 0.34% | 54 |
|
|
2024
Q3 | $73.9M | Buy |
961,254
+126,344
| +15% | +$9.71M | 0.32% | 59 |
|
|
2024
Q2 | $62.7M | Buy |
834,910
+49,361
| +6% | +$3.71M | 0.3% | 63 |
|
|
2024
Q1 | $55.2M | Buy |
785,549
+71,391
| +10% | +$5.01M | 0.27% | 69 |
|
|
2023
Q4 | $43.6M | Buy |
714,158
+66,946
| +10% | +$4.09M | 0.23% | 85 |
|
|
2023
Q3 | $34.9M | Buy |
647,212
+598,830
| +1,238% | +$32.3M | 0.21% | 88 |
|
|
2023
Q2 | $2.7M | Buy |
+48,382
| New | +$2.7M | 0.02% | 466 |
|