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

Integrity 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
2022 Q4	$5.9M	Buy	+132,731	New	+$6.01M	5.4%	5

Other funds holding JGRO

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

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

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Integrity Advisory's JGRO Position: Q4 2022 in Review

Integrity Advisory opened a new position in JPMorgan Active Growth ETF (JGRO) in Q4 2022: 132,731 shares worth $5.9M. The stake represents 5.4% of the portfolio and ranks #5 among its holdings.

28 funds tracked by Wall St. Rank hold JGRO as of Q4 2022.

Integrity Advisory held 132,731 shares of JPMorgan Active Growth ETF worth $5.9M as of Q4 2022.
JPMorgan Active Growth ETF was a new Integrity Advisory position in Q4 2022.
JPMorgan Active Growth ETF made up 5.4% of Integrity Advisory's portfolio in Q4 2022, its #5 holding.
28 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.