Semus Wealth Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2M | Buy |
23,269
+336
| +1% | +$28.9K | 1.3% | 20 |
|
2025
Q1 | $1.69M | Buy |
22,933
+1,216
| +6% | +$89.7K | 1.18% | 23 |
|
2024
Q4 | $1.76M | Buy |
21,717
+1,942
| +10% | +$157K | 1.17% | 20 |
|
2024
Q3 | $1.52M | Buy |
19,775
+2,547
| +15% | +$196K | 1.06% | 22 |
|
2024
Q2 | $1.29M | Buy |
17,228
+4,667
| +37% | +$351K | 1% | 22 |
|
2024
Q1 | $882K | Buy |
12,561
+3,581
| +40% | +$251K | 0.74% | 31 |
|
2023
Q4 | $549K | Buy |
8,980
+1,553
| +21% | +$94.9K | 0.45% | 47 |
|
2023
Q3 | $400K | Buy |
7,427
+2,264
| +44% | +$122K | 0.37% | 61 |
|
2023
Q2 | $288K | Buy |
+5,163
| New | +$288K | 0.26% | 85 |
|