Confluence Wealth Services’s JPMorgan Active Growth ETF JGRO Stock Holding History

Confluence Wealth Services’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
2025 Q2	$686K	Buy
2025 Q1	$547K	Sell
2024 Q4	$659K	Buy
2024 Q3	$581K	Sell
2024 Q2	$680K	Buy
2024 Q1	$406K	Buy