LWM
JGRO icon

Lakeridge Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Lakeridge Wealth Management’s Portfolio JGRO Stock Details JGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$950K Buy
9,639
+601
+7% +$56.8K 0.35% 57
2026
Q1 		$764K Buy
9,038
+997
+12% +$88.9K 0.33% 63
2025
Q4 		$746K Buy
8,041
+455
+6% +$42.6K 0.34% 57
2025
Q3 		$711K Buy
7,586
+153
+2% +$13.7K 0.32% 58
2025
Q2 		$640K Buy
7,433
+272
+4% +$21.1K 0.29% 63
2025
Q1 		$528K Buy
7,161
+3,308
+86% +$266K 0.26% 77
2024
Q4 		$312K Buy
+3,853
New +$310K 0.16% 111

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