Farther Finance Advisors’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 | $805K | Buy |
9,353
+1,259
| +16% | +$108K | 0.02% | 687 |
|
2025
Q1 | $601K | Buy |
8,094
+4,996
| +161% | +$371K | 0.02% | 705 |
|
2024
Q4 | $251K | Sell |
3,098
-3,333
| -52% | -$270K | 0.01% | 885 |
|
2024
Q3 | $494K | Buy |
6,431
+2,141
| +50% | +$165K | 0.02% | 594 |
|
2024
Q2 | $324K | Sell |
4,290
-467
| -10% | -$35.3K | 0.02% | 642 |
|
2024
Q1 | $335K | Sell |
4,757
-793
| -14% | -$55.8K | 0.02% | 497 |
|
2023
Q4 | $339K | Buy |
5,550
+895
| +19% | +$54.7K | 0.02% | 419 |
|
2023
Q3 | $251K | Sell |
4,655
-1,412
| -23% | -$76.1K | 0.04% | 336 |
|
2023
Q2 | $338K | Buy |
6,067
+317
| +6% | +$17.7K | 0.07% | 223 |
|
2023
Q1 | $283K | Buy |
+5,750
| New | +$283K | 0.08% | 215 |
|