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RFG Advisory’s JPMorgan Active Growth ETF JGRO Stock Holding History

RFG Advisory’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
2022
Q4 		– Sell
-44,969
Closed -$2.01M – 645
2022
Q3 		$2.01M Buy
+44,969
New +$2.16M 0.11% 144

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
Integrity Advisory Overland Park, Kansas $109M AUM 15.71% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

RFG Advisory's JGRO Position: Q4 2022 in Review

RFG Advisory sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2022, closing a stake of 44,969 shares — an estimated $2.01M sold.

RFG Advisory first reported a position in JGRO in Q3 2022 and held it in 1 quarter. The position peaked at $2.01M in Q3 2022. 28 funds tracked by Wall St. Rank hold JGRO as of Q4 2022.

  • RFG Advisory reported no remaining JPMorgan Active Growth ETF position as of Q4 2022 after selling out during the quarter.
  • RFG Advisory sold 44,969 JPMorgan Active Growth ETF shares in Q4 2022, an estimated $2.01M.
  • RFG Advisory first reported a position in JPMorgan Active Growth ETF in Q3 2022 and held it in 1 quarter.
  • RFG Advisory's JPMorgan Active Growth ETF position peaked at $2.01M in Q3 2022.
  • 28 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2022.

Based on RFG Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.