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Householder Group Estate & Retirement Specialist’s JPMorgan Active Growth ETF JGRO Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$297K Sell
3,677
-3,238
-47% -$260K 0.22% 77
2024
Q3 		$531K Sell
6,915
-4,504
-39% -$334K 0.15% 131
2024
Q2 		$858K Buy
11,419
+6,344
+125% +$449K 0.24% 93
2024
Q1 		$356K Buy
5,075
+3,216
+173% +$213K 0.11% 166
2023
Q4 		$113K Buy
+1,859
New +$106K 0.04% 313

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 $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JGRO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its JPMorgan Active Growth ETF (JGRO) stake by 47% in Q4 2024, selling an estimated $260K and leaving 3,677 shares worth $297K. The position accounts for 0.22% of the portfolio, ranked #77.

Householder Group Estate & Retirement Specialist first reported a position in JGRO in Q4 2023 and has held it in 5 quarters since. The position peaked at $858K in Q2 2024. 227 funds tracked by Wall St. Rank hold JGRO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 3,677 shares of JPMorgan Active Growth ETF worth $297K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 3,238 JPMorgan Active Growth ETF shares in Q4 2024, an estimated $260K.
  • JPMorgan Active Growth ETF made up 0.22% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #77 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • Householder Group Estate & Retirement Specialist's JPMorgan Active Growth ETF position peaked at $858K in Q2 2024.
  • 227 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.