Cetera Advisor Networks’s JPMorgan Active Growth ETF JGRO Stock Holding History

Cetera Advisor Networks’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 Q1	$1.45M	Buy	20,617 +6,214	+43%	+$412K	0.01%	1205
2023 Q4	$880K	Sell	14,403 -1,181	-8%	-$67.2K	﹤0.01%	1453
2023 Q3	$840K	Sell	15,584 -708	-4%	-$39.6K	0.01%	1397
2023 Q2	$908K	Buy	16,292 +790	+5%	+$40.4K	0.01%	1319
2023 Q1	$762K	Buy	15,502 +7,331	+90%	+$345K	0.01%	1407
2022 Q4	$363K	Buy	+8,171	New	+$370K	﹤0.01%	1865

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

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

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

CCWM

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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Advisor Networks's JGRO Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan Active Growth ETF (JGRO) stake by 43% in Q1 2024, buying an estimated $412K and bringing the position to 20,617 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #1205.

Cetera Advisor Networks first reported a position in JGRO in Q4 2022 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold JGRO as of Q1 2024.

Cetera Advisor Networks held 20,617 shares of JPMorgan Active Growth ETF worth $1.45M as of Q1 2024.
Cetera Advisor Networks bought 6,214 JPMorgan Active Growth ETF shares in Q1 2024, an estimated $412K.
JPMorgan Active Growth ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1205 holding.
Cetera Advisor Networks first reported a position in JPMorgan Active Growth ETF in Q4 2022 and has held it in 6 quarters since.
137 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.