NWAM LLC’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 | $457K | Buy |
5,192
+397
| +8% | +$35K | 0.04% | 350 |
|
|
2025
Q1 | $354K | Buy |
4,795
+553
| +13% | +$40.8K | 0.03% | 382 |
|
|
2024
Q4 | $344K | Sell |
4,242
-235
| -5% | -$19K | 0.02% | 454 |
|
|
2024
Q3 | $344K | Buy |
+4,477
| New | +$344K | 0.02% | 458 |
|
|
2024
Q2 | – | Sell |
-4,141
| Closed | -$288K | – | 369 |
|
|
2024
Q1 | $288K | Sell |
4,141
-483
| -10% | -$33.6K | 0.02% | 442 |
|
|
2023
Q4 | $282K | Sell |
4,624
-31
| -0.7% | -$1.89K | 0.02% | 445 |
|
|
2023
Q3 | $251K | Sell |
4,655
-1,082
| -19% | -$58.3K | 0.03% | 423 |
|
|
2023
Q2 | $320K | Sell |
5,737
-1,471
| -20% | -$82K | 0.03% | 410 |
|
|
2023
Q1 | $354K | Buy |
7,208
+599
| +9% | +$29.4K | 0.04% | 334 |
|
|
2022
Q4 | $294K | Buy |
+6,609
| New | +$294K | 0.03% | 414 |
|