Heritage Wealth Management (Ohio)’s JPMorgan Active Growth ETF JGRO Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio JGRO Stock Details JGRO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.78M	Buy
2025 Q4	$1.9M	Buy
2025 Q3	$1.7M	Buy
2025 Q2	$1.1M	Buy
2025 Q1	$367K	Buy