ICA Group Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

ICA Group Wealth 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
2024 Q2	$15K	Buy	+200	New	+$14.2K	0.01%	411

Other funds holding JGRO

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CCWM

Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

ICA Group Wealth Management's JGRO Position: Q2 2024 in Review

ICA Group Wealth Management opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2024: 200 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings.

166 funds tracked by Wall St. Rank hold JGRO as of Q2 2024.

ICA Group Wealth Management held 200 shares of JPMorgan Active Growth ETF worth $15K as of Q2 2024.
JPMorgan Active Growth ETF was a new ICA Group Wealth Management position in Q2 2024.
JPMorgan Active Growth ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #411 holding.
166 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.