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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.1M Buy
12,817
+7,843
+158% +$675K 0.36% 71
2025
Q1 		$367K Buy
+4,974
New +$367K 0.12% 165