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Realta Investment Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Realta Investment 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 		– Sell
-170
Closed -$12.8K – 571
2024
Q2 		$12.8K Hold
170
– – ﹤0.01% 657
2024
Q1 		$11.9K Buy
+170
New +$11.3K ﹤0.01% 682
2023
Q4 		– Sell
-115
Closed -$6.41K – 632
2023
Q3 		$6.41K Hold
115
– – ﹤0.01% 703
2023
Q2 		$6.41K Buy
+115
New +$5.88K ﹤0.01% 756
2023
Q1 		– Sell
-100
Closed -$4.44K – 645
2022
Q4 		$4.44K Buy
+100
New +$4.53K ﹤0.01% 776

Other funds holding JGRO

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $786B AUM 40.34% 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 $51.6B AUM 27.34% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return

Realta Investment Advisors's JGRO Position: Q3 2024 in Review

Realta Investment Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q3 2024, closing a stake of 170 shares — an estimated $12.8K sold.

Realta Investment Advisors first reported a position in JGRO in Q4 2022 and held it in 5 quarters. The position peaked at $12.8K in Q2 2024. 185 funds tracked by Wall St. Rank hold JGRO as of Q3 2024.

  • Realta Investment Advisors reported no remaining JPMorgan Active Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 170 JPMorgan Active Growth ETF shares in Q3 2024, an estimated $12.8K.
  • Realta Investment Advisors first reported a position in JPMorgan Active Growth ETF in Q4 2022 and held it in 5 quarters.
  • Realta Investment Advisors's JPMorgan Active Growth ETF position peaked at $12.8K in Q2 2024.
  • 185 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.