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Lincoln National Corp’s JPMorgan Active Growth ETF JGRO Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-54,777
Closed -$3.85M – 631
2024
Q1 		$3.85M Buy
54,777
+9,830
+22% +$651K 0.06% 197
2023
Q4 		$2.75M Buy
44,947
+8,328
+23% +$474K 0.05% 232
2023
Q3 		$1.97M Buy
36,619
+21,581
+144% +$1.21M 0.04% 248
2023
Q2 		$838K Buy
15,038
+4,692
+45% +$240K 0.02% 459
2023
Q1 		$509K Buy
+10,346
New +$486K 0.01% 582

Other funds holding JGRO

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Lincoln National Corp's JGRO Position: Q2 2024 in Review

Lincoln National Corp sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2024, closing a stake of 54,777 shares — an estimated $3.85M sold.

Lincoln National Corp first reported a position in JGRO in Q1 2023 and held it in 5 quarters. The position peaked at $3.85M in Q1 2024. 166 funds tracked by Wall St. Rank hold JGRO as of Q2 2024.

  • Lincoln National Corp reported no remaining JPMorgan Active Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 54,777 JPMorgan Active Growth ETF shares in Q2 2024, an estimated $3.85M.
  • Lincoln National Corp first reported a position in JPMorgan Active Growth ETF in Q1 2023 and held it in 5 quarters.
  • Lincoln National Corp's JPMorgan Active Growth ETF position peaked at $3.85M in Q1 2024.
  • 166 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.