Lake Street Private Wealth’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 | $1.26M | Buy |
14,643
+891
| +6% | +$76.7K | 0.18% | 95 |
|
|
2025
Q1 | $1.01M | Buy |
13,752
+2,126
| +18% | +$157K | 0.17% | 106 |
|
|
2024
Q4 | $942K | Buy |
11,626
+810
| +7% | +$65.6K | 0.15% | 107 |
|
|
2024
Q3 | $832K | Sell |
10,816
-854
| -7% | -$65.7K | 0.13% | 122 |
|
|
2024
Q2 | $877K | Sell |
11,670
-1,695
| -13% | -$127K | 0.11% | 157 |
|
|
2024
Q1 | $938K | Sell |
13,365
-610
| -4% | -$42.8K | 0.13% | 150 |
|
|
2023
Q4 | $854K | Sell |
13,975
-257
| -2% | -$15.7K | 0.13% | 144 |
|
|
2023
Q3 | $768K | Sell |
14,232
-1,197
| -8% | -$64.6K | 0.14% | 146 |
|
|
2023
Q2 | $860K | Sell |
15,429
-1,210
| -7% | -$67.4K | 0.15% | 144 |
|
|
2023
Q1 | $818K | Buy |
16,639
+58
| +0.3% | +$2.85K | 0.15% | 145 |
|
|
2022
Q4 | $737K | Buy |
+16,581
| New | +$737K | 0.15% | 145 |
|