PWA
Provenance Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Sell |
173,389
-198,099
| -53% | -$17.1M | 2.14% | 9 |
|
|
2025
Q1 | $27.4M | Buy |
371,488
+12,150
| +3% | +$897K | 3.94% | 7 |
|
|
2024
Q4 | $29.1M | Buy |
359,338
+21,536
| +6% | +$1.75M | 3.76% | 7 |
|
|
2024
Q3 | $26M | Buy |
+337,802
| New | +$26M | 3.24% | 8 |
|