Perennial Investment Advisors’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	$2.14M	Buy	24,891 +3,335	+15%	+$287K	0.21%	97
2025 Q1	$1.59M	Buy	21,556 +11,276	+110%	+$832K	0.18%	106
2024 Q4	$833K	Buy	10,280 +4,640	+82%	+$376K	0.1%	169
2024 Q3	$434K	Buy	5,640 +2,200	+64%	+$169K	0.06%	231
2024 Q2	$259K	Buy	+3,440	New	+$259K	0.04%	294