SDWMA
Schneider Downs Wealth Management Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
19,865
-1,205
| -6% | -$104K | 0.26% | 51 |
|
|
2025
Q1 | $1.55M | Buy |
21,070
+6,339
| +43% | +$468K | 0.28% | 44 |
|
|
2024
Q4 | $1.19M | Buy |
14,731
+4,074
| +38% | +$330K | 0.22% | 53 |
|
|
2024
Q3 | $819K | Buy |
10,657
+3,503
| +49% | +$269K | 0.17% | 60 |
|
|
2024
Q2 | $538K | Buy |
7,154
+2,024
| +39% | +$152K | 0.12% | 71 |
|
|
2024
Q1 | $360K | Buy |
+5,130
| New | +$360K | 0.08% | 94 |
|