CWS
Confluence Wealth Services’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
7,968
+336
| +4% | +$28.9K | 0.04% | 217 |
|
|
2025
Q1 | $547K | Sell |
7,632
-97
| -1% | -$6.96K | 0.03% | 221 |
|
|
2024
Q4 | $659K | Buy |
7,729
+169
| +2% | +$14.4K | 0.04% | 196 |
|
|
2024
Q3 | $581K | Sell |
7,560
-1,493
| -16% | -$115K | 0.04% | 204 |
|
|
2024
Q2 | $680K | Buy |
9,053
+3,269
| +57% | +$246K | 0.05% | 194 |
|
|
2024
Q1 | $406K | Buy |
+5,784
| New | +$406K | 0.04% | 235 |
|