Platform Technology Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Platform Technology Partners’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
2026 Q1	$549K	Hold	6,500	–	–	0.11%	157
2025 Q4	$603K	Hold	6,500	–	–	0.13%	137
2025 Q3	$609K	Hold	6,500	–	–	0.15%	130
2025 Q2	$559K	Hold	6,500	–	–	0.15%	140
2025 Q1	$480K	Buy	+6,500	New	+$523K	0.14%	136

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors

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Raymond James Financial

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Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return