MN Wealth Advisors’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 | $10.1M | Buy |
117,637
+4,690
| +4% | +$404K | 5.89% | 2 |
|
|
2025
Q1 | $8.33M | Buy |
112,947
+22,888
| +25% | +$1.69M | 4.9% | 2 |
|
|
2024
Q4 | $7.3M | Buy |
90,059
+723
| +0.8% | +$58.6K | 4.11% | 4 |
|
|
2024
Q3 | $6.87M | Buy |
89,336
+8,377
| +10% | +$644K | 3.91% | 6 |
|
|
2024
Q2 | $6.08M | Sell |
80,959
-2,961
| -4% | -$223K | 3.53% | 8 |
|
|
2024
Q1 | $5.89M | Sell |
83,920
-12,538
| -13% | -$880K | 3.65% | 7 |
|
|
2023
Q4 | $5.89M | Buy |
+96,458
| New | +$5.89M | 4.06% | 6 |
|