Security Financial Services’s JPMorgan Active Growth ETF JGRO Stock Holding History

Security Financial Services’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 Q2	–	Sell	-5,441	Closed	-$382K	–	182
2024 Q1	$382K	Sell	5,441 -1,326	-20%	-$87.9K	0.09%	124
2023 Q4	$413K	Sell	6,767 -513	-7%	-$29.2K	0.1%	108
2023 Q3	$392K	Sell	7,280 -2,471	-25%	-$138K	0.11%	110
2023 Q2	$544K	Sell	9,751 -767	-7%	-$39.2K	0.15%	90
2023 Q1	$517K	Sell	10,518 -1,673	-14%	-$78.6K	0.16%	92
2022 Q4	$542K	Buy	+12,191	New	+$552K	0.17%	92

Other funds holding JGRO

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Security Financial Services's JGRO Position: Q2 2024 in Review

Security Financial Services sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2024, closing a stake of 5,441 shares — an estimated $382K sold.

Security Financial Services first reported a position in JGRO in Q4 2022 and held it in 6 quarters. The position peaked at $544K in Q2 2023. 166 funds tracked by Wall St. Rank hold JGRO as of Q2 2024.

Security Financial Services reported no remaining JPMorgan Active Growth ETF position as of Q2 2024 after selling out during the quarter.
Security Financial Services sold 5,441 JPMorgan Active Growth ETF shares in Q2 2024, an estimated $382K.
Security Financial Services first reported a position in JPMorgan Active Growth ETF in Q4 2022 and held it in 6 quarters.
Security Financial Services's JPMorgan Active Growth ETF position peaked at $544K in Q2 2023.
166 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2024.

Based on Security Financial Services's 13F filing for Q2 2024, filed 23 Jul 2024.