Daymark Wealth Partners’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 | $30.7M | Buy |
356,989
+32,032
| +10% | +$2.76M | 1.17% | 14 |
|
|
2025
Q1 | $24M | Buy |
324,957
+51,144
| +19% | +$3.77M | 1.03% | 18 |
|
|
2024
Q4 | $22.2M | Buy |
273,813
+2,156
| +0.8% | +$175K | 0.94% | 22 |
|
|
2024
Q3 | $20.9M | Buy |
271,657
+1,532
| +0.6% | +$118K | 0.88% | 22 |
|
|
2024
Q2 | $20.3M | Sell |
270,125
-26,054
| -9% | -$1.96M | 0.93% | 18 |
|
|
2024
Q1 | $20.8M | Sell |
296,179
-15,556
| -5% | -$1.09M | 1.12% | 16 |
|
|
2023
Q4 | $19M | Buy |
311,735
+5,935
| +2% | +$363K | 1.17% | 16 |
|
|
2023
Q3 | $16.5M | Buy |
305,800
+24,543
| +9% | +$1.32M | 1.14% | 19 |
|
|
2023
Q2 | $15.7M | Buy |
281,257
+200,572
| +249% | +$11.2M | 1.16% | 17 |
|
|
2023
Q1 | $3.97M | Buy |
80,685
+52,808
| +189% | +$2.6M | 0.53% | 44 |
|
|
2022
Q4 | $1.24M | Buy |
+27,877
| New | +$1.24M | 0.22% | 81 |
|