IFG Advisory’s JPMorgan Active Growth ETF JGRO Stock Holding History

IFG Advisory’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
2026 Q1	–	Sell	-46,483	Closed	-$4.31M	–	641
2025 Q4	$4.31M	Buy	46,483 +352	+0.8%	+$33K	0.19%	141
2025 Q3	$4.32M	Sell	46,131 -3,650	-7%	-$326K	0.2%	136
2025 Q2	$4.28M	Buy	49,781 +30,906	+164%	+$2.4M	0.22%	124
2025 Q1	$1.39M	Buy	18,875 +2,108	+13%	+$169K	0.08%	269
2024 Q4	$1.36M	Buy	16,767 +2,321	+16%	+$187K	0.08%	255
2024 Q3	$1.11M	Sell	14,446 -299	-2%	-$22.2K	0.07%	262
2024 Q2	$1.11M	Sell	14,745 -9,303	-39%	-$659K	0.07%	263
2024 Q1	$845K	Buy	+24,048	New	+$1.59M	0.06%	267

Other funds holding JGRO

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return