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Heritage Oak Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Heritage Oak Wealth Advisors’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
2024
Q4 		– Sell
-4,302
Closed -$331K – 130
2024
Q3 		$331K Buy
+4,302
New +$319K 0.15% 102

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Raymond James Financial
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
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Envestnet Asset Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Oak Wealth Advisors's JGRO Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2024, closing a stake of 4,302 shares — an estimated $331K sold.

Heritage Oak Wealth Advisors first reported a position in JGRO in Q3 2024 and held it in 1 quarter. The position peaked at $331K in Q3 2024. 227 funds tracked by Wall St. Rank hold JGRO as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining JPMorgan Active Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 4,302 JPMorgan Active Growth ETF shares in Q4 2024, an estimated $331K.
  • Heritage Oak Wealth Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's JPMorgan Active Growth ETF position peaked at $331K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.