CreativeOne Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.13M | Buy |
71,188
+8,948
| +14% | +$770K | 0.16% | 122 |
|
2025
Q1 | $4.59M | Buy |
62,240
+12,011
| +24% | +$886K | 0.14% | 146 |
|
2024
Q4 | $4.07M | Buy |
50,229
+1,482
| +3% | +$120K | 0.12% | 152 |
|
2024
Q3 | $3.75M | Buy |
48,747
+5,065
| +12% | +$389K | 0.13% | 150 |
|
2024
Q2 | $3.28M | Buy |
43,682
+9,993
| +30% | +$751K | 0.17% | 124 |
|
2024
Q1 | $2.37M | Buy |
33,689
+7,928
| +31% | +$557K | 0.09% | 201 |
|
2023
Q4 | $1.57M | Sell |
25,761
-6,340
| -20% | -$387K | 0.1% | 184 |
|
2023
Q3 | $1.73M | Sell |
32,101
-20,201
| -39% | -$1.09M | 0.12% | 165 |
|
2023
Q2 | $2.92M | Buy |
+52,302
| New | +$2.92M | 0.14% | 135 |
|