Cary Street Partners Investment Advisory’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
$884K Sell
10,267
-116
-1% -$9.98K 0.43% 47
2025
Q1
$766K Buy
10,383
+5,180
+100% +$382K 0.44% 48
2024
Q4
$422K Sell
5,203
-4,383
-46% -$355K 0.28% 90
2024
Q3
$737K Buy
+9,586
New +$737K 0.03% 417