Sigma Planning Corp’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 | $1.51M | Buy |
17,591
+1,283
| +8% | +$110K | 0.05% | 375 |
|
|
2025
Q1 | $1.2M | Sell |
16,308
-1,690
| -9% | -$125K | 0.04% | 429 |
|
|
2024
Q4 | $1.46M | Sell |
17,998
-747
| -4% | -$60.5K | 0.05% | 363 |
|
|
2024
Q3 | $1.44M | Sell |
18,745
-2,839
| -13% | -$218K | 0.04% | 379 |
|
|
2024
Q2 | $1.62M | Sell |
21,584
-885
| -4% | -$66.5K | 0.05% | 345 |
|
|
2024
Q1 | $1.58M | Buy |
22,469
+10,224
| +83% | +$718K | 0.05% | 371 |
|
|
2023
Q4 | $748K | Sell |
12,245
-12,388
| -50% | -$757K | 0.06% | 333 |
|
|
2023
Q3 | $1.33M | Sell |
24,633
-2,867
| -10% | -$155K | 0.05% | 373 |
|
|
2023
Q2 | $1.53M | Sell |
27,500
-4,633
| -14% | -$258K | 0.06% | 336 |
|
|
2023
Q1 | $1.58M | Sell |
32,133
-9,612
| -23% | -$472K | 0.05% | 362 |
|
|
2022
Q4 | $1.85M | Buy |
+41,745
| New | +$1.85M | 0.07% | 296 |
|