Integrated Wealth Concepts’s JPMorgan Active Growth ETF JGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.85M Buy
114,391
+12,462
+12% +$1.07M 0.1% 191
2025
Q1
$7.52M Buy
101,929
+13,409
+15% +$989K 0.09% 231
2024
Q4
$7.17M Buy
88,520
+12,215
+16% +$990K 0.08% 227
2024
Q3
$5.87M Buy
76,305
+52,880
+226% +$4.07M 0.07% 250
2024
Q2
$1.76M Buy
23,425
+11,332
+94% +$852K 0.02% 554
2024
Q1
$849K Buy
+12,093
New +$849K 0.01% 829