Cedar Brook Financial Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Cedar Brook Financial Partners’s Portfolio JGRO Stock Details JGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-25,026	Closed	-$1.76M	–	230
2024 Q1	$1.76M	Buy	25,026 +300	+1%	+$19.9K	0.35%	67
2023 Q4	$1.53M	Buy	24,726 +10,296	+71%	+$586K	0.34%	75
2023 Q3	$778K	Buy	14,430 +1,383	+11%	+$77.3K	0.2%	119
2023 Q2	$727K	Buy	13,047 +153	+1%	+$7.82K	0.17%	134
2023 Q1	$634K	Buy	+12,894	New	+$606K	0.16%	145

Other funds holding JGRO

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CCWM

Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cedar Brook Financial Partners's JGRO Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2024, closing a stake of 25,026 shares — an estimated $1.76M sold.

Cedar Brook Financial Partners first reported a position in JGRO in Q1 2023 and held it in 5 quarters. The position peaked at $1.76M in Q1 2024. 166 funds tracked by Wall St. Rank hold JGRO as of Q2 2024.

Cedar Brook Financial Partners reported no remaining JPMorgan Active Growth ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 25,026 JPMorgan Active Growth ETF shares in Q2 2024, an estimated $1.76M.
Cedar Brook Financial Partners first reported a position in JPMorgan Active Growth ETF in Q1 2023 and held it in 5 quarters.
Cedar Brook Financial Partners's JPMorgan Active Growth ETF position peaked at $1.76M in Q1 2024.
166 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.