SFG
Sterling Financial Group’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5M | Buy |
354,535
+2,559
| +0.7% | +$220K | 10.24% | 2 |
|
|
2025
Q1 | $26M | Buy |
351,976
+9,292
| +3% | +$686K | 9.36% | 4 |
|
|
2024
Q4 | $27.8M | Sell |
342,684
-7,729
| -2% | -$626K | 10.33% | 2 |
|
|
2024
Q3 | $26.9M | Sell |
350,413
-2,288
| -0.6% | -$176K | 11.51% | 1 |
|
|
2024
Q2 | $26.5M | Buy |
352,701
+2,102
| +0.6% | +$158K | 12.03% | 1 |
|
|
2024
Q1 | $24.6M | Sell |
350,599
-5,446
| -2% | -$382K | 11.69% | 1 |
|
|
2023
Q4 | $21.8M | Buy |
356,045
+109,584
| +44% | +$6.69M | 12.9% | 1 |
|
|
2023
Q3 | $13.3M | Buy |
246,461
+5
| +0% | +$269 | 8.34% | 2 |
|
|
2023
Q2 | $13.7M | Buy |
+246,456
| New | +$13.7M | 9.11% | 2 |
|