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Hartford Financial Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Hartford Financial Management’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
2025
Q1 		– Sell
-2,607
Closed -$211K – 372
2024
Q4 		$211K Buy
+2,607
New +$210K 0.04% 152

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hartford Financial Management's JGRO Position: Q1 2025 in Review

Hartford Financial Management sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2025, closing a stake of 2,607 shares — an estimated $211K sold.

Hartford Financial Management first reported a position in JGRO in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 259 funds tracked by Wall St. Rank hold JGRO as of Q1 2025.

  • Hartford Financial Management reported no remaining JPMorgan Active Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Hartford Financial Management sold 2,607 JPMorgan Active Growth ETF shares in Q1 2025, an estimated $211K.
  • Hartford Financial Management first reported a position in JPMorgan Active Growth ETF in Q4 2024 and held it in 1 quarter.
  • Hartford Financial Management's JPMorgan Active Growth ETF position peaked at $211K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2025.

Based on Hartford Financial Management's 13F filing for Q1 2025, filed 21 Apr 2025.