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Cetera Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Cetera Advisors’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 		$398K Buy
5,675
+907
+19% +$60.1K ﹤0.01% 1755
2023
Q4 		$291K Sell
4,768
-318
-6% -$18.1K ﹤0.01% 1445
2023
Q3 		$274K Sell
5,086
-186
-4% -$10.4K ﹤0.01% 1368
2023
Q2 		$294K Sell
5,272
-21
-0.4% -$1.07K ﹤0.01% 1324
2023
Q1 		$260K Buy
+5,293
New +$249K ﹤0.01% 1359

Other funds holding JGRO

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
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
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
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Advisors's JGRO Position: Q1 2024 in Review

Cetera Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 19% in Q1 2024, buying an estimated $60.1K and bringing the position to 5,675 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Cetera Advisors first reported a position in JGRO in Q1 2023 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold JGRO as of Q1 2024.

  • Cetera Advisors held 5,675 shares of JPMorgan Active Growth ETF worth $398K as of Q1 2024.
  • Cetera Advisors bought 907 JPMorgan Active Growth ETF shares in Q1 2024, an estimated $60.1K.
  • JPMorgan Active Growth ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1755 holding.
  • Cetera Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2023 and has held it in 5 quarters since.
  • 137 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2024.

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