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

Penserra 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
2024
Q2 		– Sell
-110
Closed -$7K – 1316
2024
Q1 		$7K Buy
+110
New +$7.29K ﹤0.01% 992
2023
Q3 		– Sell
-363
Closed -$20K – 1308
2023
Q2 		$20K Buy
+363
New +$18.5K ﹤0.01% 1102

Other funds holding JGRO

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Penserra Capital Management's JGRO Position: Q2 2024 in Review

Penserra Capital Management sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2024, closing a stake of 110 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in JGRO in Q2 2023 and held it in 2 quarters. The position peaked at $20K in Q2 2023. 166 funds tracked by Wall St. Rank hold JGRO as of Q2 2024.

  • Penserra Capital Management reported no remaining JPMorgan Active Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Penserra Capital Management sold 110 JPMorgan Active Growth ETF shares in Q2 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in JPMorgan Active Growth ETF in Q2 2023 and held it in 2 quarters.
  • Penserra Capital Management's JPMorgan Active Growth ETF position peaked at $20K in Q2 2023.
  • 166 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.