Perigon Wealth Management’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 | $4.71M | Buy |
54,675
+4,671
| +9% | +$402K | 0.11% | 174 |
|
|
2025
Q1 | $3.69M | Buy |
50,004
+15,226
| +44% | +$1.12M | 0.09% | 213 |
|
|
2024
Q4 | $2.85M | Buy |
34,778
+3,936
| +13% | +$323K | 0.07% | 254 |
|
|
2024
Q3 | $2.37M | Buy |
30,842
+984
| +3% | +$75.7K | 0.06% | 259 |
|
|
2024
Q2 | $2.24M | Buy |
29,858
+3,231
| +12% | +$243K | 0.07% | 243 |
|
|
2024
Q1 | $1.87M | Buy |
26,627
+6,911
| +35% | +$485K | 0.06% | 258 |
|
|
2023
Q4 | $1.2M | Buy |
+19,716
| New | +$1.2M | 0.04% | 301 |
|