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Financial Strategies Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Financial Strategies 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
Q2 		– Sell
-5,078
Closed -$250K – 78
2023
Q1 		$250K Buy
+5,078
New +$239K 0.1% 72

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Financial Strategies Group's JGRO Position: Q2 2023 in Review

Financial Strategies Group sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2023, closing a stake of 5,078 shares — an estimated $250K sold.

Financial Strategies Group first reported a position in JGRO in Q1 2023 and held it in 1 quarter. The position peaked at $250K in Q1 2023. 63 funds tracked by Wall St. Rank hold JGRO as of Q2 2023.

  • Financial Strategies Group reported no remaining JPMorgan Active Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Strategies Group sold 5,078 JPMorgan Active Growth ETF shares in Q2 2023, an estimated $250K.
  • Financial Strategies Group first reported a position in JPMorgan Active Growth ETF in Q1 2023 and held it in 1 quarter.
  • Financial Strategies Group's JPMorgan Active Growth ETF position peaked at $250K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2023.

Based on Financial Strategies Group's 13F filing for Q2 2023, filed 13 Jul 2023.