JWCA
JGRO icon

J.W. Cole Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

J.W. Cole Advisors’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
-19,485
Closed -$1.81M – 1151
2025
Q4 		$1.81M Buy
19,485
+1,112
+6% +$104K 0.04% 425
2025
Q3 		$1.72M Buy
18,373
+946
+5% +$84.4K 0.03% 524
2025
Q2 		$1.5M Buy
17,427
+490
+3% +$38.1K 0.03% 527
2025
Q1 		$1.25M Buy
16,937
+5,606
+49% +$451K 0.04% 463
2024
Q4 		$918K Buy
11,331
+2,141
+23% +$172K 0.04% 436
2024
Q3 		$707K Buy
9,190
+80
+0.9% +$5.93K 0.03% 484
2024
Q2 		$685K Buy
9,110
+5,735
+170% +$406K 0.03% 434
2024
Q1 		$237K Buy
+3,375
New +$224K 0.01% 777

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Ameriprise
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CAPTRUST Financial Advisors
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Raymond James Financial
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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