GA
Goldstein Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.3M | Sell |
654,261
-59,513
| -8% | -$5.12M | 7.57% | 3 |
|
|
2025
Q1 | $52.7M | Buy |
713,774
+6,286
| +0.9% | +$464K | 7.7% | 3 |
|
|
2024
Q4 | $57.3M | Buy |
707,488
+2,876
| +0.4% | +$233K | 8.33% | 3 |
|
|
2024
Q3 | $54.2M | Buy |
704,612
+441,560
| +168% | +$33.9M | 8.23% | 3 |
|
|
2024
Q2 | $19.8M | Buy |
263,052
+5,498
| +2% | +$413K | 3.31% | 9 |
|
|
2024
Q1 | $18.1M | Sell |
257,554
-12,482
| -5% | -$876K | 3.09% | 10 |
|
|
2023
Q4 | $16.5M | Buy |
270,036
+9,433
| +4% | +$576K | 2.78% | 11 |
|
|
2023
Q3 | $14M | Buy |
260,603
+13,510
| +5% | +$728K | 2.93% | 12 |
|
|
2023
Q2 | $13.8M | Buy |
247,093
+253
| +0.1% | +$14.1K | 2.88% | 12 |
|
|
2023
Q1 | $12.1M | Buy |
246,840
+14,530
| +6% | +$714K | 2.67% | 12 |
|
|
2022
Q4 | $10.3M | Buy |
+232,310
| New | +$10.3M | 2.5% | 14 |
|