CCM
JGRO icon

Chilton Capital Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Chilton Capital Management’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
Q4 		– Sell
-1,378
Closed -$106K – 626
2024
Q3 		$106K Buy
+1,378
New +$102K ﹤0.01% 279

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chilton Capital Management's JGRO Position: Q4 2024 in Review

Chilton Capital Management sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2024, closing a stake of 1,378 shares — an estimated $106K sold.

Chilton Capital Management first reported a position in JGRO in Q3 2024 and held it in 1 quarter. The position peaked at $106K in Q3 2024. 227 funds tracked by Wall St. Rank hold JGRO as of Q4 2024.

  • Chilton Capital Management reported no remaining JPMorgan Active Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Chilton Capital Management sold 1,378 JPMorgan Active Growth ETF shares in Q4 2024, an estimated $106K.
  • Chilton Capital Management first reported a position in JPMorgan Active Growth ETF in Q3 2024 and held it in 1 quarter.
  • Chilton Capital Management's JPMorgan Active Growth ETF position peaked at $106K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2024.

Based on Chilton Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.