NWAM LLC’s JPMorgan Active Growth ETF JGRO Stock Holding History

NWAM LLC’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 Q4	–	Sell	-5,545	Closed	-$521K	–	658
2025 Q3	$521K	Buy	5,545 +353	+7%	+$31.5K	0.03%	404
2025 Q2	$459K	Buy	5,192 +397	+8%	+$30.9K	0.03%	415
2025 Q1	$354K	Buy	4,795 +553	+13%	+$44.5K	0.03%	382
2024 Q4	$344K	Sell	4,242 -235	-5%	-$18.9K	0.02%	454
2024 Q3	$344K	Buy	+4,477	New	+$332K	0.02%	458
2024 Q2	–	Sell	-4,141	Closed	-$288K	–	369
2024 Q1	$288K	Sell	4,141 -483	-10%	-$32K	0.02%	442
2023 Q4	$282K	Sell	4,624 -31	-0.7%	-$1.76K	0.02%	445
2023 Q3	$251K	Sell	4,655 -1,082	-19%	-$60.5K	0.03%	423
2023 Q2	$320K	Sell	5,737 -1,471	-20%	-$75.2K	0.03%	410
2023 Q1	$354K	Buy	7,208 +599	+9%	+$28.1K	0.04%	334
2022 Q4	$294K	Buy	+6,609	New	+$299K	0.03%	414

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NWAM LLC's JGRO Position: Q4 2025 in Review

NWAM LLC sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2025, closing a stake of 5,545 shares — an estimated $521K sold.

NWAM LLC first reported a position in JGRO in Q4 2022 and held it in 11 quarters. The position peaked at $521K in Q3 2025. 352 funds tracked by Wall St. Rank hold JGRO as of Q4 2025.

NWAM LLC reported no remaining JPMorgan Active Growth ETF position as of Q4 2025 after selling out during the quarter.
NWAM LLC sold 5,545 JPMorgan Active Growth ETF shares in Q4 2025, an estimated $521K.
NWAM LLC first reported a position in JPMorgan Active Growth ETF in Q4 2022 and held it in 11 quarters.
NWAM LLC's JPMorgan Active Growth ETF position peaked at $521K in Q3 2025.
352 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2025.

Based on NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.