Northwest Capital Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Northwest Capital 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
2025 Q3	–	Sell	-495	Closed	-$42.6K	–	298
2025 Q2	$42.6K	Buy	495 +109	+28%	+$8.47K	0.02%	174
2025 Q1	$28.5K	Sell	386 -2,650	-87%	-$213K	0.01%	229
2024 Q4	$246K	Buy	3,036 +48	+2%	+$3.86K	0.11%	90
2024 Q3	$230K	Sell	2,988 -576	-16%	-$42.7K	0.08%	96
2024 Q2	$268K	Sell	3,564 -511	-13%	-$36.2K	0.1%	88
2024 Q1	$286K	Buy	4,075 +96	+2%	+$6.36K	0.09%	99
2023 Q4	$243K	Sell	3,979 -28	-0.7%	-$1.59K	0.08%	101
2023 Q3	$216K	Buy	4,007 +612	+18%	+$34.2K	0.08%	101
2023 Q2	$189K	Buy	+3,395	New	+$173K	0.08%	108

Other funds holding JGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest Capital Management's JGRO Position: Q3 2025 in Review

Northwest Capital Management sold out of JPMorgan Active Growth ETF (JGRO) in Q3 2025, closing a stake of 495 shares — an estimated $42.6K sold.

Northwest Capital Management first reported a position in JGRO in Q2 2023 and held it in 9 quarters. The position peaked at $286K in Q1 2024. 300 funds tracked by Wall St. Rank hold JGRO as of Q3 2025.

Northwest Capital Management reported no remaining JPMorgan Active Growth ETF position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 495 JPMorgan Active Growth ETF shares in Q3 2025, an estimated $42.6K.
Northwest Capital Management first reported a position in JPMorgan Active Growth ETF in Q2 2023 and held it in 9 quarters.
Northwest Capital Management's JPMorgan Active Growth ETF position peaked at $286K in Q1 2024.
300 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.