Envestnet Portfolio Solutions’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 | $1.55M | Buy |
17,964
+2,980
| +20% | +$256K | 0.01% | 647 |
|
|
2025
Q1 | $1.11M | Sell |
14,984
-10,572
| -41% | -$780K | ﹤0.01% | 760 |
|
|
2024
Q4 | $2.07M | Buy |
25,556
+3,453
| +16% | +$280K | 0.01% | 652 |
|
|
2024
Q3 | $1.7M | Buy |
22,103
+5,775
| +35% | +$444K | 0.01% | 717 |
|
|
2024
Q2 | $1.23M | Sell |
16,328
-1,115
| -6% | -$83.8K | ﹤0.01% | 796 |
|
|
2024
Q1 | $1.22M | Buy |
17,443
+5,707
| +49% | +$401K | ﹤0.01% | 786 |
|
|
2023
Q4 | $717K | Sell |
11,736
-1,353
| -10% | -$82.7K | ﹤0.01% | 904 |
|
|
2023
Q3 | $705K | Buy |
+13,089
| New | +$705K | ﹤0.01% | 850 |
|