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Raymond James & Associates’s JPMorgan Active Growth ETF JGRO Stock Holding History

Raymond James & Associates’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
2024
Q3 		$26.2M Buy
340,728
+174,356
+105% +$12.9M 0.02% 689
2024
Q2 		$12.5M Buy
166,372
+36,636
+28% +$2.59M 0.01% 1036
2024
Q1 		$9.11M Buy
129,736
+93,144
+255% +$6.17M 0.01% 1216
2023
Q4 		$2.24M Buy
+36,592
New +$2.08M ﹤0.01% 2034

Other funds holding JGRO

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $536M AUM 14.75% 1-Year Est. Return

Raymond James & Associates's JGRO Position: Q3 2024 in Review

Raymond James & Associates increased its JPMorgan Active Growth ETF (JGRO) stake by 105% in Q3 2024, buying an estimated $12.9M and bringing the position to 340,728 shares worth $26.2M. The position accounts for 0.02% of the portfolio, ranked #689.

Raymond James & Associates first reported a position in JGRO in Q4 2023 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold JGRO as of Q3 2024.

  • Raymond James & Associates held 340,728 shares of JPMorgan Active Growth ETF worth $26.2M as of Q3 2024.
  • Raymond James & Associates bought 174,356 JPMorgan Active Growth ETF shares in Q3 2024, an estimated $12.9M.
  • JPMorgan Active Growth ETF made up 0.02% of Raymond James & Associates's portfolio in Q3 2024, its #689 holding.
  • Raymond James & Associates first reported a position in JPMorgan Active Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.