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Schneider Downs Wealth Management Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Schneider Downs Wealth Management Advisors’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
2026
Q1 		$1.8M Buy
21,354
+1,469
+7% +$131K 0.2% 53
2025
Q4 		$1.85M Buy
19,885
+20
+0.1% +$1.87K 0.21% 53
2025
Q3 		$1.86M Hold
19,865
– – 0.22% 52
2025
Q2 		$1.71M Sell
19,865
-1,205
-6% -$93.7K 0.26% 51
2025
Q1 		$1.55M Buy
21,070
+6,339
+43% +$510K 0.28% 44
2024
Q4 		$1.19M Buy
14,731
+4,074
+38% +$327K 0.22% 53
2024
Q3 		$819K Buy
10,657
+3,503
+49% +$260K 0.17% 60
2024
Q2 		$538K Buy
7,154
+2,024
+39% +$143K 0.12% 71
2024
Q1 		$360K Buy
+5,130
New +$340K 0.08% 94

Other funds holding JGRO

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Ameriprise
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return