Raymond James Financial Services Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Raymond James Financial Services 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
2024 Q3	$34M	Buy	442,141 +120,228	+37%	+$8.92M	0.05%	377
2024 Q2	$24.2M	Buy	321,913 +157,744	+96%	+$11.2M	0.03%	447
2024 Q1	$11.5M	Buy	164,169 +13,846	+9%	+$917K	0.02%	738
2023 Q4	$9.18M	Buy	+150,323	New	+$8.55M	0.01%	791

Other funds holding JGRO

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CCWM

Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return

Raymond James Financial Services Advisors's JGRO Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan Active Growth ETF (JGRO) stake by 37% in Q3 2024, buying an estimated $8.92M and bringing the position to 442,141 shares worth $34M. The position accounts for 0.05% of the portfolio, ranked #377.

Raymond James Financial Services Advisors 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 Financial Services Advisors held 442,141 shares of JPMorgan Active Growth ETF worth $34M as of Q3 2024.
Raymond James Financial Services Advisors bought 120,228 JPMorgan Active Growth ETF shares in Q3 2024, an estimated $8.92M.
JPMorgan Active Growth ETF made up 0.05% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #377 holding.
Raymond James Financial Services Advisors 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.