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Royal Harbor Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History

Royal Harbor Partners’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
-105,904
Closed -$7.96M – 52
2024
Q2 		$7.96M Buy
105,904
+793
+0.8% +$56.1K 3.29% 8
2024
Q1 		$7.38M Buy
105,111
+83,762
+392% +$5.55M 3.22% 11
2023
Q4 		$1.3M Buy
+21,349
New +$1.21M 0.61% 26

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 22.96% 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

Royal Harbor Partners's JGRO Position: Q3 2024 in Review

Royal Harbor Partners sold out of JPMorgan Active Growth ETF (JGRO) in Q3 2024, closing a stake of 105,904 shares — an estimated $7.96M sold.

Royal Harbor Partners first reported a position in JGRO in Q4 2023 and held it in 3 quarters. The position peaked at $7.96M in Q2 2024. 185 funds tracked by Wall St. Rank hold JGRO as of Q3 2024.

  • Royal Harbor Partners reported no remaining JPMorgan Active Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Royal Harbor Partners sold 105,904 JPMorgan Active Growth ETF shares in Q3 2024, an estimated $7.96M.
  • Royal Harbor Partners first reported a position in JPMorgan Active Growth ETF in Q4 2023 and held it in 3 quarters.
  • Royal Harbor Partners's JPMorgan Active Growth ETF position peaked at $7.96M in Q2 2024.
  • 185 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2024.

Based on Royal Harbor Partners's 13F filing for Q3 2024, filed 29 Oct 2024.