Keystone Wealth Services’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
$1.85M Sell
21,438
-3,491
-14% -$300K 0.45% 51
2025
Q1
$1.84M Buy
24,929
+3,023
+14% +$223K 0.5% 44
2024
Q4
$1.78M Buy
21,906
+15,993
+270% +$1.3M 0.47% 47
2024
Q3
$455K Buy
+5,913
New +$455K 0.13% 153