Private Wealth Partners’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 | $1.84M | Sell |
21,350
-16,605
| -44% | -$1.43M | 0.14% | 68 |
|
|
2025
Q1 | $2.8M | Hold |
37,955
| – | – | 0.23% | 61 |
|
|
2024
Q4 | $3.08M | Buy |
37,955
+500
| +1% | +$40.5K | 0.24% | 58 |
|
|
2024
Q3 | $2.88M | Sell |
37,455
-1,500
| -4% | -$115K | 0.23% | 55 |
|
|
2024
Q2 | $2.93M | Hold |
38,955
| – | – | 0.22% | 52 |
|
|
2024
Q1 | $2.74M | Sell |
38,955
-500
| -1% | -$35.1K | 0.22% | 52 |
|
|
2023
Q4 | $2.41M | Buy |
39,455
+8,200
| +26% | +$501K | 0.2% | 53 |
|
|
2023
Q3 | $1.68M | Buy |
31,255
+25,455
| +439% | +$1.37M | 0.16% | 57 |
|
|
2023
Q2 | $323K | Buy |
+5,800
| New | +$323K | 0.03% | 122 |
|