Gladstone Institutional Advisory’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
$504K Buy
5,851
+1,195
+26% +$103K 0.02% 492
2025
Q1
$344K Buy
4,656
+920
+25% +$67.9K 0.02% 552
2024
Q4
$303K Buy
3,736
+833
+29% +$67.5K 0.01% 581
2024
Q3
$223K Buy
+2,903
New +$223K 0.01% 632