Steward Partners Investment Advisory’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	$755K	Buy	8,767 +1,003	+13%	+$86.3K	0.01%	1114
2025 Q1	$573K	Buy	7,764 +1,026	+15%	+$75.7K	0.01%	1162
2024 Q4	$546K	Buy	6,738 +1,164	+21%	+$94.3K	﹤0.01%	1117
2024 Q3	$429K	Buy	5,574 +4,351	+356%	+$335K	﹤0.01%	1173
2024 Q2	$91.9K	Buy	+1,223	New	+$91.9K	﹤0.01%	1821