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Plante Moran Financial Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Plante Moran Financial Advisors’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
2023
Q4 		– Sell
-261
Closed -$14.1K – 858
2023
Q3 		$14.1K Buy
+261
New +$14.6K ﹤0.01% 488

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JP Morgan Chase
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CCWM
Correct Capital Wealth Management Clayton, Missouri $536M AUM 14.75% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Plante Moran Financial Advisors's JGRO Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2023, closing a stake of 261 shares — an estimated $14.1K sold.

Plante Moran Financial Advisors first reported a position in JGRO in Q3 2023 and held it in 1 quarter. The position peaked at $14.1K in Q3 2023. 108 funds tracked by Wall St. Rank hold JGRO as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining JPMorgan Active Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 261 JPMorgan Active Growth ETF shares in Q4 2023, an estimated $14.1K.
  • Plante Moran Financial Advisors first reported a position in JPMorgan Active Growth ETF in Q3 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's JPMorgan Active Growth ETF position peaked at $14.1K in Q3 2023.
  • 108 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.