Lake Street Private Wealth’s JPMorgan Active Growth ETF JGRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.32M	Sell	15,616 -2,122	-12%	-$189K	0.17%	101
2025 Q4	$1.65M	Buy	17,738 +1,821	+11%	+$171K	0.2%	92
2025 Q3	$1.49M	Buy	15,917 +1,274	+9%	+$114K	0.19%	93
2025 Q2	$1.26M	Buy	14,643 +891	+6%	+$69.3K	0.18%	95
2025 Q1	$1.01M	Buy	13,752 +2,126	+18%	+$171K	0.17%	106
2024 Q4	$942K	Buy	11,626 +810	+7%	+$65.1K	0.15%	107
2024 Q3	$832K	Sell	10,816 -854	-7%	-$63.4K	0.13%	122
2024 Q2	$877K	Sell	11,670 -1,695	-13%	-$120K	0.11%	157
2024 Q1	$938K	Sell	13,365 -610	-4%	-$40.4K	0.13%	150
2023 Q4	$854K	Sell	13,975 -257	-2%	-$14.6K	0.13%	144
2023 Q3	$768K	Sell	14,232 -1,197	-8%	-$66.9K	0.14%	146
2023 Q2	$860K	Sell	15,429 -1,210	-7%	-$61.8K	0.15%	144
2023 Q1	$818K	Buy	16,639 +58	+0.3%	+$2.73K	0.15%	145
2022 Q4	$737K	Buy	+16,581	New	+$751K	0.15%	145