GeoWealth Management’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 | $618K | Buy |
7,183
+1,786
| +33% | +$154K | 0.02% | 356 |
|
|
2025
Q1 | $398K | Buy |
5,397
+1,035
| +24% | +$76.4K | 0.02% | 477 |
|
|
2024
Q4 | $353K | Sell |
4,362
-1,154
| -21% | -$93.5K | 0.01% | 573 |
|
|
2024
Q3 | $424K | Sell |
5,516
-456
| -8% | -$35.1K | 0.02% | 499 |
|
|
2024
Q2 | $449K | Sell |
5,972
-596
| -9% | -$44.8K | 0.02% | 462 |
|
|
2024
Q1 | $461K | Sell |
6,568
-5,580
| -46% | -$392K | 0.02% | 458 |
|
|
2023
Q4 | $742K | Sell |
12,148
-2,431
| -17% | -$148K | 0.06% | 256 |
|
|
2023
Q3 | $784K | Sell |
14,579
-6,485
| -31% | -$349K | 0.09% | 163 |
|
|
2023
Q2 | $1.18M | Buy |
+21,064
| New | +$1.18M | 0.13% | 115 |
|