FPF
JGRO icon

First Pacific Financial’s JPMorgan Active Growth ETF JGRO Stock Holding History

First Pacific Financial’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
2024
Q2 		– Sell
-124
Closed -$8.71K – 434
2024
Q1 		$8.71K Hold
124
– – ﹤0.01% 268
2023
Q4 		$7.58K Buy
+124
New +$7.05K ﹤0.01% 254

Other funds holding JGRO

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Pacific Financial's JGRO Position: Q2 2024 in Review

First Pacific Financial sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2024, closing a stake of 124 shares — an estimated $8.71K sold.

First Pacific Financial first reported a position in JGRO in Q4 2023 and held it in 2 quarters. The position peaked at $8.71K in Q1 2024. 166 funds tracked by Wall St. Rank hold JGRO as of Q2 2024.

  • First Pacific Financial reported no remaining JPMorgan Active Growth ETF position as of Q2 2024 after selling out during the quarter.
  • First Pacific Financial sold 124 JPMorgan Active Growth ETF shares in Q2 2024, an estimated $8.71K.
  • First Pacific Financial first reported a position in JPMorgan Active Growth ETF in Q4 2023 and held it in 2 quarters.
  • First Pacific Financial's JPMorgan Active Growth ETF position peaked at $8.71K in Q1 2024.
  • 166 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2024.

Based on First Pacific Financial's 13F filing for Q2 2024, filed 19 Jul 2024.