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

Objective 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
Q1 		– Sell
-14,641
Closed -$1.19M – 112
2024
Q4 		$1.19M Sell
14,641
-1,361
-9% -$109K 0.79% 35
2024
Q3 		$1.23M Buy
+16,002
New +$1.19M 0.72% 38
2024
Q1 		$772K Buy
10,993
+1,626
+17% +$108K 0.52% 46
2023
Q4 		$572K Buy
+9,367
New +$533K 0.44% 52

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Objective Capital Management's JGRO Position: Q1 2025 in Review

Objective Capital Management sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2025, closing a stake of 14,641 shares — an estimated $1.19M sold.

Objective Capital Management first reported a position in JGRO in Q4 2023 and held it in 4 quarters. The position peaked at $1.23M in Q3 2024. 260 funds tracked by Wall St. Rank hold JGRO as of Q1 2025.

  • Objective Capital Management reported no remaining JPMorgan Active Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Objective Capital Management sold 14,641 JPMorgan Active Growth ETF shares in Q1 2025, an estimated $1.19M.
  • Objective Capital Management first reported a position in JPMorgan Active Growth ETF in Q4 2023 and held it in 4 quarters.
  • Objective Capital Management's JPMorgan Active Growth ETF position peaked at $1.23M in Q3 2024.
  • 260 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.