GWP
Gateway Wealth Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Buy |
8,410
+854
| +11% | +$73.5K | 0.14% | 163 |
|
|
2025
Q1 | $558K | Buy |
7,556
+2,489
| +49% | +$184K | 0.13% | 166 |
|
|
2024
Q4 | $411K | Buy |
5,067
+1,559
| +44% | +$126K | 0.11% | 185 |
|
|
2024
Q3 | $270K | Sell |
3,508
-2,486
| -41% | -$191K | 0.07% | 227 |
|
|
2024
Q2 | $450K | Sell |
5,994
-61
| -1% | -$4.58K | 0.14% | 158 |
|
|
2024
Q1 | $425K | Buy |
6,055
+1,958
| +48% | +$137K | 0.15% | 133 |
|
|
2023
Q4 | $250K | Buy |
+4,097
| New | +$250K | 0.1% | 177 |
|