Kuhn & Co Investment Counsel’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 | $414K | Hold |
4,808
| – | – | 0.31% | 93 |
|
|
2025
Q1 | $355K | Sell |
4,808
-614
| -11% | -$45.3K | 0.3% | 98 |
|
|
2024
Q4 | $439K | Buy |
5,422
+112
| +2% | +$9.08K | 0.37% | 82 |
|
|
2024
Q3 | $408K | Buy |
5,310
+471
| +10% | +$36.2K | 0.35% | 89 |
|
|
2024
Q2 | $364K | Sell |
4,839
-350
| -7% | -$26.3K | 0.33% | 94 |
|
|
2024
Q1 | $364K | Buy |
5,189
+1,332
| +35% | +$93.5K | 0.34% | 93 |
|
|
2023
Q4 | $236K | Buy |
+3,857
| New | +$236K | 0.24% | 108 |
|