Kingsview Wealth Management’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 | $2.91M | Buy |
33,842
+3,472
| +11% | +$299K | 0.05% | 360 |
|
|
2025
Q1 | $2.24M | Buy |
30,370
+8,713
| +40% | +$643K | 0.04% | 368 |
|
|
2024
Q4 | $1.75M | Buy |
21,657
+17,046
| +370% | +$1.38M | 0.03% | 415 |
|
|
2024
Q3 | $354K | Sell |
4,611
-451
| -9% | -$34.7K | 0.01% | 823 |
|
|
2024
Q2 | $380K | Buy |
5,062
+1,473
| +41% | +$111K | 0.01% | 766 |
|
|
2024
Q1 | $252K | Buy |
+3,589
| New | +$252K | 0.01% | 886 |
|
|
2023
Q4 | – | Sell |
-5,546
| Closed | -$299K | – | 989 |
|
|
2023
Q3 | $299K | Buy |
+5,546
| New | +$299K | 0.01% | 744 |
|