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Gateway Wealth Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Gateway Wealth Partners’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
2026
Q1 		$1.4M Buy
16,514
+7,053
+75% +$629K 0.05% 314
2025
Q4 		$878K Buy
9,461
+2,138
+29% +$200K 0.1% 202
2025
Q3 		$687K Sell
7,323
-1,087
-13% -$97K 0.09% 206
2025
Q2 		$724K Buy
8,410
+854
+11% +$66.4K 0.14% 163
2025
Q1 		$558K Buy
7,556
+2,489
+49% +$200K 0.13% 166
2024
Q4 		$411K Buy
5,067
+1,559
+44% +$125K 0.11% 185
2024
Q3 		$270K Sell
3,508
-2,486
-41% -$184K 0.07% 227
2024
Q2 		$450K Sell
5,994
-61
-1% -$4.32K 0.14% 158
2024
Q1 		$425K Buy
6,055
+1,958
+48% +$130K 0.15% 133
2023
Q4 		$250K Buy
+4,097
New +$233K 0.1% 177

Other funds holding JGRO

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return