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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Jones Financial Companies

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

Raymond James Financial

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

Bank of America

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

Janney Montgomery Scott

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return