GW
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GW & Wade’s JPMorgan Active Growth ETF JGRO Stock Holding History

GW & Wade’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
2023
Q4 		$14M Buy
228,482
+142,904
+167% +$8.13M 0.45% 60
2023
Q3 		$4.61M Buy
85,578
+73,974
+637% +$4.13M 0.17% 101
2023
Q2 		$647K Buy
+11,604
New +$593K 0.02% 253

Other funds holding JGRO

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

GW & Wade's JGRO Position: Q4 2023 in Review

GW & Wade increased its JPMorgan Active Growth ETF (JGRO) stake by 167% in Q4 2023, buying an estimated $8.13M and bringing the position to 228,482 shares worth $14M. The position accounts for 0.45% of the portfolio, ranked #60.

GW & Wade first reported a position in JGRO in Q2 2023 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold JGRO as of Q4 2023.

  • GW & Wade held 228,482 shares of JPMorgan Active Growth ETF worth $14M as of Q4 2023.
  • GW & Wade bought 142,904 JPMorgan Active Growth ETF shares in Q4 2023, an estimated $8.13M.
  • JPMorgan Active Growth ETF made up 0.45% of GW & Wade's portfolio in Q4 2023, its #60 holding.
  • GW & Wade first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.