EWM
Echo 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 | $4.33M | Buy |
50,365
+3,252
| +7% | +$280K | 2.66% | 13 |
|
|
2025
Q1 | $3.48M | Buy |
47,113
+11,313
| +32% | +$835K | 2.35% | 13 |
|
|
2024
Q4 | $2.9M | Sell |
35,800
-347
| -1% | -$28.1K | 2% | 13 |
|
|
2024
Q3 | $2.82M | Buy |
36,147
+1,825
| +5% | +$142K | 1.97% | 15 |
|
|
2024
Q2 | $2.58M | Buy |
34,322
+2,844
| +9% | +$214K | 1.94% | 16 |
|
|
2024
Q1 | $2.21M | Buy |
31,478
+2,655
| +9% | +$186K | 1.83% | 16 |
|
|
2023
Q4 | $1.75M | Buy |
+28,823
| New | +$1.75M | 1.63% | 18 |
|