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DB Wealth Management Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

DB Wealth Management Group’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
2023
Q4 		$28.8K Hold
472
– – 0.02% 204
2023
Q3 		$25.4K Buy
+472
New +$26.4K 0.02% 206

Other funds holding JGRO

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

DB Wealth Management Group's JGRO Position: Q4 2023 in Review

DB Wealth Management Group held its JPMorgan Active Growth ETF (JGRO) position steady in Q4 2023 at 472 shares worth $28.8K. The position accounts for 0.02% of the portfolio, ranked #204.

DB Wealth Management Group first reported a position in JGRO in Q3 2023 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold JGRO as of Q4 2023.

  • DB Wealth Management Group held 472 shares of JPMorgan Active Growth ETF worth $28.8K as of Q4 2023.
  • DB Wealth Management Group left its JPMorgan Active Growth ETF share count unchanged in Q4 2023.
  • JPMorgan Active Growth ETF made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #204 holding.
  • DB Wealth Management Group first reported a position in JPMorgan Active Growth ETF in Q3 2023 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.