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Riggs Asset Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Riggs Asset Management’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
Q1 		– Sell
-37
Closed -$2.26K – 666
2023
Q4 		$2.26K Hold
37
– – ﹤0.01% 332
2023
Q3 		$1.99K Buy
+37
New +$2.07K ﹤0.01% 347

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Riggs Asset Management's JGRO Position: Q1 2024 in Review

Riggs Asset Management sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2024, closing a stake of 37 shares — an estimated $2.26K sold.

Riggs Asset Management first reported a position in JGRO in Q3 2023 and held it in 2 quarters. The position peaked at $2.26K in Q4 2023. 137 funds tracked by Wall St. Rank hold JGRO as of Q1 2024.

  • Riggs Asset Management reported no remaining JPMorgan Active Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Riggs Asset Management sold 37 JPMorgan Active Growth ETF shares in Q1 2024, an estimated $2.26K.
  • Riggs Asset Management first reported a position in JPMorgan Active Growth ETF in Q3 2023 and held it in 2 quarters.
  • Riggs Asset Management's JPMorgan Active Growth ETF position peaked at $2.26K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2024.

Based on Riggs Asset Management's 13F filing for Q1 2024, filed 3 May 2024.