CreativeOne Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.41M	Sell	64,023 -7,609	-11%	-$678K	0.13%	157
2025 Q4	$6.65M	Buy	71,632 +4,513	+7%	+$423K	0.16%	113
2025 Q3	$6.29M	Sell	67,119 -4,069	-6%	-$363K	0.15%	121
2025 Q2	$6.13M	Buy	71,188 +8,948	+14%	+$696K	0.16%	122
2025 Q1	$4.59M	Buy	62,240 +12,011	+24%	+$966K	0.14%	146
2024 Q4	$4.07M	Buy	50,229 +1,482	+3%	+$119K	0.12%	152
2024 Q3	$3.75M	Buy	48,747 +5,065	+12%	+$376K	0.13%	150
2024 Q2	$3.28M	Buy	43,682 +9,993	+30%	+$707K	0.17%	124
2024 Q1	$2.37M	Buy	33,689 +7,928	+31%	+$525K	0.09%	201
2023 Q4	$1.57M	Sell	25,761 -6,340	-20%	-$361K	0.1%	184
2023 Q3	$1.73M	Sell	32,101 -20,201	-39%	-$1.13M	0.12%	165
2023 Q2	$2.92M	Buy	+52,302	New	+$2.67M	0.14%	135