FCM
JGRO icon

Family Capital Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Family Capital Management’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
Q1 		– Sell
-7,366
Closed -$327K – 81
2022
Q4 		$327K Buy
+7,366
New +$334K 0.22% 50

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Family Capital Management's JGRO Position: Q1 2023 in Review

Family Capital Management sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2023, closing a stake of 7,366 shares — an estimated $327K sold.

Family Capital Management first reported a position in JGRO in Q4 2022 and held it in 1 quarter. The position peaked at $327K in Q4 2022. 52 funds tracked by Wall St. Rank hold JGRO as of Q1 2023.

  • Family Capital Management reported no remaining JPMorgan Active Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Family Capital Management sold 7,366 JPMorgan Active Growth ETF shares in Q1 2023, an estimated $327K.
  • Family Capital Management first reported a position in JPMorgan Active Growth ETF in Q4 2022 and held it in 1 quarter.
  • Family Capital Management's JPMorgan Active Growth ETF position peaked at $327K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2023.

Based on Family Capital Management's 13F filing for Q1 2023, filed 15 May 2023.