Patriot Financial Group Insurance Agency’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	$4.1M	Sell	47,644 -2,745	-5%	-$236K	0.47%	52
2025 Q1	$3.72M	Sell	50,389 -5,332	-10%	-$393K	0.5%	51
2024 Q4	$4.52M	Buy	55,721 +17,966	+48%	+$1.46M	0.61%	35
2024 Q3	$2.9M	Buy	37,755 +33,957	+894%	+$2.61M	0.39%	55
2024 Q2	$285K	Buy	+3,798	New	+$285K	0.04%	386