CCWM
Correct Capital Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.2M | Buy |
954,568
+121,065
| +15% | +$10.4M | 12% | 1 |
|
|
2025
Q1 | $61.5M | Sell |
833,503
-8,477
| -1% | -$626K | 9.91% | 1 |
|
|
2024
Q4 | $68.2M | Buy |
841,980
+16,459
| +2% | +$1.33M | 13.57% | 1 |
|
|
2024
Q3 | $63.5M | Buy |
825,521
+37,788
| +5% | +$2.91M | 14.05% | 1 |
|
|
2024
Q2 | $59.2M | Buy |
787,733
+66,636
| +9% | +$5.01M | 13.83% | 1 |
|
|
2024
Q1 | $50.6M | Sell |
721,097
-9,429
| -1% | -$662K | 11.69% | 1 |
|
|
2023
Q4 | $44.6M | Buy |
+730,526
| New | +$44.6M | 11.29% | 2 |
|