Robertson Stephens Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,112
| Closed | -$377K | – | 567 |
|
|
2025
Q1 | $377K | Sell |
5,112
-640
| -11% | -$47.2K | 0.01% | 403 |
|
|
2024
Q4 | $466K | Sell |
5,752
-128
| -2% | -$10.4K | 0.02% | 365 |
|
|
2024
Q3 | $452K | Hold |
5,880
| – | – | 0.02% | 436 |
|
|
2024
Q2 | $442K | Buy |
+5,880
| New | +$442K | 0.02% | 349 |
|