Relative Value Partners Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Relative Value Partners Group’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 Q2	$877K	Buy	+11,670	New	+$826K	0.11%	157

Other funds holding JGRO

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Relative Value Partners Group's JGRO Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in JPMorgan Active Growth ETF (JGRO) in Q2 2024: 11,670 shares worth $877K. The stake represents 0.11% of the portfolio and ranks #157 among its holdings.

166 funds tracked by Wall St. Rank hold JGRO as of Q2 2024.

Relative Value Partners Group held 11,670 shares of JPMorgan Active Growth ETF worth $877K as of Q2 2024.
JPMorgan Active Growth ETF was a new Relative Value Partners Group position in Q2 2024.
JPMorgan Active Growth ETF made up 0.11% of Relative Value Partners Group's portfolio in Q2 2024, its #157 holding.
166 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.